Hexagon Capital Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,056
| Closed | -$16K | – | 898 |
|
2025
Q1 | $16K | Buy |
1,056
+132
| +14% | +$2K | ﹤0.01% | 821 |
|
2024
Q4 | $16.2K | Buy |
924
+102
| +12% | +$1.78K | ﹤0.01% | 865 |
|
2024
Q3 | $14.4K | Buy |
822
+629
| +326% | +$11K | ﹤0.01% | 817 |
|
2024
Q2 | $2.89K | Hold |
193
| – | – | ﹤0.01% | 1101 |
|
2024
Q1 | $3.2K | Hold |
193
| – | – | ﹤0.01% | 1070 |
|
2023
Q4 | $3.44K | Sell |
193
-242
| -56% | -$4.32K | ﹤0.01% | 1045 |
|
2023
Q3 | $6.32K | Sell |
435
-43
| -9% | -$624 | ﹤0.01% | 857 |
|
2023
Q2 | $8.04K | Sell |
478
-16
| -3% | -$269 | ﹤0.01% | 794 |
|
2023
Q1 | $8.1K | Sell |
494
-518
| -51% | -$8.5K | ﹤0.01% | 783 |
|
2022
Q4 | $18.2K | Buy |
1,012
+179
| +21% | +$3.22K | 0.01% | 570 |
|
2022
Q3 | $11K | Buy |
+833
| New | +$11K | ﹤0.01% | 749 |
|