Jackson Grant Investment Advisers’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7K | Hold |
171
| – | – | ﹤0.01% | 352 |
|
|
2025
Q1 | $2.59K | Hold |
171
| – | – | ﹤0.01% | 349 |
|
|
2024
Q4 | $2.99K | Hold |
171
| – | – | ﹤0.01% | 351 |
|
|
2024
Q3 | $3K | Hold |
171
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $2.56K | Hold |
171
| – | – | ﹤0.01% | 360 |
|
|
2024
Q1 | $2.84K | Hold |
171
| – | – | ﹤0.01% | 339 |
|
|
2023
Q4 | $3.05K | Hold |
171
| – | – | ﹤0.01% | 328 |
|
|
2023
Q3 | $2.48K | Hold |
171
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $2.88K | Hold |
171
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $2.8K | Hold |
171
| – | – | ﹤0.01% | 365 |
|
|
2022
Q4 | $3.08K | Hold |
171
| – | – | ﹤0.01% | 312 |
|
|
2022
Q3 | $2K | Hold |
171
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 343 |
|