Heritage Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29
| Closed | -$507 | – | 616 |
|
|
2024
Q4 | $507 | Buy |
29
+5
| +21% | +$87 | ﹤0.01% | 597 |
|
|
2024
Q3 | $421 | Buy |
+24
| New | +$421 | ﹤0.01% | 597 |
|
|
2023
Q1 | – | Sell |
-245
| Closed | -$4.41K | – | 583 |
|
|
2022
Q4 | $4.41K | Hold |
245
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $3.36K | Hold |
245
| – | – | ﹤0.01% | 463 |
|
|
2022
Q2 | $4K | Hold |
245
| – | – | ﹤0.01% | 501 |
|
|
2022
Q1 | $6K | Hold |
245
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $6K | Hold |
245
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $5.91K | Hold |
245
| – | – | ﹤0.01% | 465 |
|
|
2021
Q2 | $6.55K | Hold |
245
| – | – | ﹤0.01% | 466 |
|
|
2021
Q1 | $6.18K | Hold |
245
| – | – | ﹤0.01% | 483 |
|
|
2020
Q4 | $4K | Buy |
+245
| New | +$4K | ﹤0.01% | 498 |
|