Janiczek Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.53K | Hold |
169
| – | – | ﹤0.01% | 828 |
|
|
2024
Q1 | $2.8K | Hold |
169
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $3.02K | Hold |
169
| – | – | ﹤0.01% | 809 |
|
|
2023
Q3 | $2.45K | Hold |
169
| – | – | ﹤0.01% | 810 |
|
|
2023
Q2 | $2.84K | Sell |
169
-86
| -34% | -$1.45K | ﹤0.01% | 728 |
|
|
2023
Q1 | $4.31K | Hold |
255
| – | – | ﹤0.01% | 680 |
|
|
2022
Q4 | $4.99K | Hold |
255
| – | – | ﹤0.01% | 651 |
|
|
2022
Q3 | $4K | Sell |
255
-93
| -27% | -$1.46K | ﹤0.01% | 687 |
|
|
2022
Q2 | $6K | Sell |
348
-325
| -48% | -$5.6K | ﹤0.01% | 638 |
|
|
2022
Q1 | $16K | Hold |
673
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $15K | Sell |
673
-631
| -48% | -$14.1K | ﹤0.01% | 520 |
|
|
2021
Q3 | $31K | Sell |
1,304
-31
| -2% | -$737 | 0.01% | 375 |
|
|
2021
Q2 | $36K | Buy |
1,335
+562
| +73% | +$15.2K | 0.01% | 313 |
|
|
2021
Q1 | $19K | Buy |
773
+100
| +15% | +$2.46K | 0.01% | 409 |
|
|
2020
Q4 | $12K | Buy |
673
+278
| +70% | +$4.96K | 0.01% | 436 |
|
|
2020
Q3 | $5K | Buy |
+395
| New | +$5K | ﹤0.01% | 338 |
|