Greenwood Capital Associates’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.66M | Sell |
|
|||||
2025
Q2 | $1.18M | Sell |
|
|||||
2025
Q1 | $1.18M | Buy |
|
|||||
2024
Q4 | $1.25M | Sell |
|
|||||
2024
Q3 | $1.27M | Buy |
|
|||||
2024
Q2 | $1.08M | Buy |
|
|||||
2024
Q1 | $1.06M | Buy |
|
|||||
2021
Q2 | – | Sell |
|
|||||
2021
Q1 | $790K | Buy |
|
|||||
2020
Q4 | $250K | Buy |
|
|||||
2019
Q3 | – | Sell |
|
|||||
2019
Q2 | $300K | Buy |
|
|||||
2018
Q2 | – | Sell |
|
|||||
2018
Q1 | $369K | Sell |
|
|||||
2017
Q4 | $798K | Buy |
|
|||||
2017
Q3 | $699K | Sell |
|
|||||
2017
Q2 | $730K | Buy |
|
|||||
2017
Q1 | $629K | Buy |
|
|||||
2016
Q4 | $463K | Buy |
|
|||||
2016
Q3 | $407K | Buy |
|
|||||
2016
Q2 | $252K | Buy |
|
|||||
2015
Q3 | – | Sell |
|
|||||
2015
Q2 | $211K | Buy |
|
|||||
2015
Q1 | $222K | Sell |
|
|||||
2014
Q4 | $240K | Sell |
|
|||||
2014
Q3 | $282K | Sell |
|
|||||
2014
Q2 | $364K | Buy |
|
|||||
2014
Q1 | $349K | Buy |
|
|||||
2013
Q4 | $221K | Buy |
|