Lindbrook Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.1K | Hold |
734
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q4 | $12.8K | Hold |
734
| – | – | ﹤0.01% | 1518 |
|
|
2024
Q3 | $12.9K | Hold |
734
| – | – | ﹤0.01% | 1545 |
|
|
2024
Q2 | $11K | Sell |
734
-209
| -22% | -$3.13K | ﹤0.01% | 1576 |
|
|
2024
Q1 | $15.6K | Sell |
943
-10
| -1% | -$166 | ﹤0.01% | 1338 |
|
|
2023
Q4 | $17K | Buy |
953
+56
| +6% | +$999 | ﹤0.01% | 1270 |
|
|
2023
Q3 | $13K | Buy |
897
+400
| +80% | +$5.81K | ﹤0.01% | 1276 |
|
|
2023
Q2 | $8.36K | Sell |
497
-284
| -36% | -$4.77K | ﹤0.01% | 1576 |
|
|
2023
Q1 | $12.8K | Buy |
781
+440
| +129% | +$7.22K | ﹤0.01% | 1296 |
|
|
2022
Q4 | $6.14K | Sell |
341
-423
| -55% | -$7.61K | ﹤0.01% | 1700 |
|
|
2022
Q3 | $10K | Buy |
764
+397
| +108% | +$5.2K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $6K | Sell |
367
-198
| -35% | -$3.24K | ﹤0.01% | 1478 |
|
|
2022
Q1 | $13K | Buy |
565
+365
| +183% | +$8.4K | ﹤0.01% | 1188 |
|
|
2021
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1507 |
|
|
2020
Q2 | – | Sell |
-957
| Closed | -$9K | – | 1803 |
|
|
2020
Q1 | $9K | Buy |
+957
| New | +$9K | ﹤0.01% | 788 |
|
|
2019
Q4 | – | Sell |
-272
| Closed | -$5K | – | 1526 |
|
|
2019
Q3 | $5K | Sell |
272
-586
| -68% | -$10.8K | ﹤0.01% | 1068 |
|
|
2019
Q2 | $17K | Hold |
858
| – | – | 0.01% | 748 |
|
|
2019
Q1 | $16K | Sell |
858
-158
| -16% | -$2.95K | 0.01% | 763 |
|
|
2018
Q4 | $17K | Buy |
+1,016
| New | +$17K | 0.01% | 667 |
|