Machina Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,430
| Closed | -$234K | – | 360 |
|
|
2025
Q1 | $234K | Buy |
+15,430
| New | +$234K | 0.07% | 265 |
|
|
2023
Q2 | – | Sell |
-2,622
| Closed | -$43K | – | 392 |
|
|
2023
Q1 | $43K | Buy |
+2,622
| New | +$43K | 0.04% | 338 |
|
|
2021
Q3 | – | Sell |
-8,500
| Closed | -$227K | – | 170 |
|
|
2021
Q2 | $227K | Buy |
+8,500
| New | +$227K | 0.38% | 143 |
|
|
2019
Q3 | – | Sell |
-3,456
| Closed | -$71K | – | 400 |
|
|
2019
Q2 | $71K | Sell |
3,456
-14,777
| -81% | -$304K | 0.03% | 384 |
|
|
2019
Q1 | $352K | Buy |
+18,233
| New | +$352K | 0.14% | 194 |
|