Hoertkorn Richard Charles’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 |
-7,000
| Closed | -$106K | – | 80 |
|
|
2025
Q1 | $106K | Hold |
7,000
| – | – | 0.05% | 48 |
|
|
2024
Q4 | $122K | Sell |
7,000
-667
| -9% | -$11.7K | 0.05% | 47 |
|
|
2024
Q3 | $135K | Sell |
7,667
-666
| -8% | -$11.7K | 0.06% | 47 |
|
|
2024
Q2 | $125K | Sell |
8,333
-1,667
| -17% | -$24.9K | 0.05% | 49 |
|
|
2024
Q1 | $166K | Hold |
10,000
| – | – | 0.07% | 43 |
|
|
2023
Q4 | $178K | Hold |
10,000
| – | – | 0.08% | 45 |
|
|
2023
Q3 | $145K | Hold |
10,000
| – | – | 0.07% | 46 |
|
|
2023
Q2 | $168K | Hold |
10,000
| – | – | 0.08% | 45 |
|
|
2023
Q1 | $164K | Hold |
10,000
| – | – | 0.08% | 46 |
|
|
2022
Q4 | $180K | Buy |
+10,000
| New | +$180K | 0.1% | 44 |
|