JFS Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.64K | Sell |
231
-144
| -38% | -$2.27K | ﹤0.01% | 1198 |
|
|
2025
Q1 | $5.69K | Buy |
375
+23
| +7% | +$349 | ﹤0.01% | 1072 |
|
|
2024
Q4 | $6.15K | Buy |
352
+8
| +2% | +$140 | ﹤0.01% | 1045 |
|
|
2024
Q3 | $6.04K | Buy |
344
+32
| +10% | +$562 | ﹤0.01% | 1053 |
|
|
2024
Q2 | $4.67K | Sell |
312
-6
| -2% | -$90 | ﹤0.01% | 1092 |
|
|
2024
Q1 | $5.28K | Buy |
318
+49
| +18% | +$813 | ﹤0.01% | 1077 |
|
|
2023
Q4 | $4.8K | Sell |
269
-590
| -69% | -$10.5K | ﹤0.01% | 1074 |
|
|
2023
Q3 | $12.5K | Buy |
859
+48
| +6% | +$697 | ﹤0.01% | 655 |
|
|
2023
Q2 | $13.6K | Buy |
811
+19
| +2% | +$319 | ﹤0.01% | 630 |
|
|
2023
Q1 | $13K | Sell |
792
-77
| -9% | -$1.26K | ﹤0.01% | 630 |
|
|
2022
Q4 | $15.6K | Sell |
869
-27
| -3% | -$486 | ﹤0.01% | 580 |
|
|
2022
Q3 | $12K | Buy |
896
+327
| +57% | +$4.38K | ﹤0.01% | 679 |
|
|
2022
Q2 | $9K | Sell |
569
-250
| -31% | -$3.95K | ﹤0.01% | 797 |
|
|
2022
Q1 | $19K | Buy |
819
+217
| +36% | +$5.03K | ﹤0.01% | 621 |
|
|
2021
Q4 | $14K | Buy |
602
+102
| +20% | +$2.37K | ﹤0.01% | 634 |
|
|
2021
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $13K | Hold |
500
| – | – | ﹤0.01% | 416 |
|
|
2021
Q1 | $13K | Sell |
500
-1,000
| -67% | -$26K | ﹤0.01% | 393 |
|
|
2020
Q4 | $26K | Hold |
1,500
| – | – | 0.01% | 302 |
|
|
2020
Q3 | $17K | Hold |
1,500
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $16K | Buy |
1,500
+200
| +15% | +$2.13K | ﹤0.01% | 328 |
|
|
2020
Q1 | $12K | Buy |
+1,300
| New | +$12K | ﹤0.01% | 337 |
|
|
2018
Q4 | – | Sell |
-65
| Closed | -$1K | – | 500 |
|
|
2018
Q3 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 508 |
|
|
2016
Q2 | – | Sell |
-60
| Closed | -$2K | – | 559 |
|
|
2016
Q1 | $2K | Sell |
60
-240
| -80% | -$8K | ﹤0.01% | 518 |
|
|
2015
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 391 |
|
|
2015
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 360 |
|
|
2015
Q2 | $11K | Hold |
300
| – | – | 0.01% | 355 |
|
|
2015
Q1 | $12K | Sell |
300
-700
| -70% | -$28K | 0.01% | 340 |
|
|
2014
Q4 | $40K | Buy |
1,000
+700
| +233% | +$28K | 0.01% | 210 |
|
|
2014
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 320 |
|
|
2014
Q2 | $11K | Buy |
+300
| New | +$11K | ﹤0.01% | 319 |
|