Janney Montgomery Scott’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
86,824
-1,519
| -2% | -$24K | ﹤0.01% | 1401 |
|
|
2025
Q1 | $1.34M | Sell |
88,343
-103
| -0.1% | -$1.56K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $1.55M | Buy |
88,446
+40,246
| +83% | +$703K | ﹤0.01% | 1293 |
|
|
2024
Q3 | $846K | Sell |
48,200
-43,400
| -47% | -$762K | ﹤0.01% | 1618 |
|
|
2024
Q2 | $1.37M | Buy |
+91,600
| New | +$1.37M | ﹤0.01% | 1284 |
|
|
2023
Q4 | – | Sell |
-11,853
| Closed | -$172K | – | 2700 |
|
|
2023
Q3 | $172K | Sell |
11,853
-6,479
| -35% | -$94K | ﹤0.01% | 2412 |
|
|
2023
Q2 | $308K | Sell |
18,332
-3,180
| -15% | -$53.4K | ﹤0.01% | 2209 |
|
|
2023
Q1 | $353K | Buy |
21,512
+26
| +0.1% | +$427 | ﹤0.01% | 1953 |
|
|
2022
Q4 | $387K | Sell |
21,486
-22,919
| -52% | -$413K | ﹤0.01% | 1936 |
|
|
2022
Q3 | $608K | Buy |
44,405
+3,667
| +9% | +$50.2K | ﹤0.01% | 1574 |
|
|
2022
Q2 | $697K | Sell |
40,738
-2,207
| -5% | -$37.8K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $990K | Sell |
42,945
-5,630
| -12% | -$130K | ﹤0.01% | 1251 |
|
|
2021
Q4 | $1.12M | Sell |
48,575
-36,962
| -43% | -$851K | ﹤0.01% | 1264 |
|
|
2021
Q3 | $2.06M | Buy |
85,537
+374
| +0.4% | +$9.02K | 0.01% | 931 |
|
|
2021
Q2 | $2.28M | Sell |
85,163
-1,854
| -2% | -$49.5K | 0.01% | 887 |
|
|
2021
Q1 | $2.2M | Buy |
87,017
+17,251
| +25% | +$435K | 0.01% | 850 |
|
|
2020
Q4 | $1.22M | Buy |
69,766
+32,557
| +87% | +$567K | 0.01% | 1081 |
|
|
2020
Q3 | $425K | Sell |
37,209
-565
| -1% | -$6.45K | ﹤0.01% | 1510 |
|
|
2020
Q2 | $406K | Sell |
37,774
-23,882
| -39% | -$257K | ﹤0.01% | 1468 |
|
|
2020
Q1 | $560K | Buy |
61,656
+15,638
| +34% | +$142K | ﹤0.01% | 1161 |
|
|
2019
Q4 | $827K | Buy |
46,018
+14,619
| +47% | +$263K | 0.01% | 1176 |
|
|
2019
Q3 | $532K | Buy |
31,399
+4,055
| +15% | +$68.7K | ﹤0.01% | 1349 |
|
|
2019
Q2 | $559K | Sell |
27,344
-12,994
| -32% | -$266K | ﹤0.01% | 1365 |
|
|
2019
Q1 | $779K | Buy |
40,338
+5,999
| +17% | +$116K | 0.01% | 1155 |
|
|
2018
Q4 | $575K | Sell |
34,339
-85,425
| -71% | -$1.43M | 0.01% | 1213 |
|
|
2018
Q3 | $2.74M | Sell |
119,764
-1,858
| -2% | -$42.5K | 0.02% | 598 |
|
|
2018
Q2 | $3.23M | Sell |
121,622
-36,799
| -23% | -$977K | 0.03% | 504 |
|
|
2018
Q1 | $5.07M | Sell |
158,421
-1,143
| -0.7% | -$36.6K | 0.05% | 363 |
|
|
2017
Q4 | $5.83M | Buy |
159,564
+23,838
| +18% | +$871K | 0.06% | 328 |
|
|
2017
Q3 | $4.76M | Buy |
135,726
+38,749
| +40% | +$1.36M | 0.05% | 350 |
|
|
2017
Q2 | $3.41M | Buy |
96,977
+14,212
| +17% | +$500K | 0.04% | 412 |
|
|
2017
Q1 | $2.54M | Buy |
82,765
+42,128
| +104% | +$1.29M | 0.03% | 481 |
|
|
2016
Q4 | $1.23M | Buy |
40,637
+27,509
| +210% | +$835K | 0.02% | 692 |
|
|
2016
Q3 | $411K | Buy |
+13,128
| New | +$411K | 0.01% | 1052 |
|
|
2016
Q2 | – | Sell |
-16,696
| Closed | -$514K | – | 938 |
|
|
2016
Q1 | $514K | Buy |
16,696
+2,367
| +17% | +$72.9K | 0.01% | 762 |
|
|
2015
Q4 | $480K | Sell |
14,329
-9,177
| -39% | -$307K | 0.01% | 829 |
|
|
2015
Q3 | $734K | Buy |
+23,506
| New | +$734K | 0.02% | 651 |
|
|
2015
Q2 | – | Sell |
-10,894
| Closed | -$432K | – | 2094 |
|
|
2015
Q1 | $432K | Sell |
10,894
-3,183
| -23% | -$126K | 0.01% | 1484 |
|
|
2014
Q4 | $556K | Sell |
14,077
-3,055
| -18% | -$121K | 0.01% | 1249 |
|
|
2014
Q3 | $676K | Buy |
17,132
+1,529
| +10% | +$60.4K | 0.01% | 1068 |
|
|
2014
Q2 | $589K | Buy |
15,603
+6,784
| +77% | +$256K | 0.01% | 1120 |
|
|
2014
Q1 | $326K | Buy |
8,819
+1,414
| +19% | +$52.3K | 0.01% | 1405 |
|
|
2013
Q4 | $270K | Buy |
+7,405
| New | +$270K | 0.01% | 1511 |
|