Kelly Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$359 | – | 430 |
|
|
2024
Q2 | $359 | Hold |
24
| – | – | ﹤0.01% | 720 |
|
|
2024
Q1 | $398 | Hold |
24
| – | – | ﹤0.01% | 723 |
|
|
2023
Q4 | $428 | Hold |
24
| – | – | ﹤0.01% | 713 |
|
|
2023
Q3 | $348 | Hold |
24
| – | – | ﹤0.01% | 707 |
|
|
2023
Q2 | $403 | Hold |
24
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $394 | Hold |
24
| – | – | ﹤0.01% | 643 |
|
|
2022
Q4 | $432 | Hold |
24
| – | – | ﹤0.01% | 613 |
|
|
2022
Q3 | $329 | Hold |
24
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $387 | Buy |
+24
| New | +$387 | ﹤0.01% | 616 |
|