GW&K Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Buy |
139
+27
| +24% | +$388 | ﹤0.01% | 965 |
|
|
2025
Q1 | $2K | Sell |
112
-14
| -11% | -$250 | ﹤0.01% | 962 |
|
|
2024
Q4 | $2K | Hold |
126
| – | – | ﹤0.01% | 925 |
|
|
2024
Q3 | $2K | Buy |
126
+33
| +35% | +$524 | ﹤0.01% | 913 |
|
|
2024
Q2 | $1K | Buy |
93
+40
| +75% | +$430 | ﹤0.01% | 917 |
|
|
2024
Q1 | $1K | Sell |
53
-305
| -85% | -$5.76K | ﹤0.01% | 901 |
|
|
2023
Q4 | $6K | Sell |
358
-24
| -6% | -$402 | ﹤0.01% | 807 |
|
|
2023
Q3 | $6K | Buy |
382
+324
| +559% | +$5.09K | ﹤0.01% | 761 |
|
|
2023
Q2 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 873 |
|
|
2022
Q3 | – | Sell |
-130
| Closed | -$2K | – | 619 |
|
|
2022
Q2 | $2K | Sell |
130
-100
| -43% | -$1.54K | ﹤0.01% | 758 |
|
|
2022
Q1 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 546 |
|