MPWT
MassMutual Private Wealth & Trust’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7K | Sell |
1,313
-208
| -14% | -$3.28K | ﹤0.01% | 1096 |
|
|
2025
Q1 | $23.1K | Buy |
1,521
+264
| +21% | +$4.01K | ﹤0.01% | 971 |
|
|
2024
Q4 | $22K | Hold |
1,257
| – | – | ﹤0.01% | 975 |
|
|
2024
Q3 | $22.1K | Buy |
1,257
+11
| +0.9% | +$193 | ﹤0.01% | 877 |
|
|
2024
Q2 | $18.6K | Hold |
1,246
| – | – | ﹤0.01% | 882 |
|
|
2024
Q1 | $20.7K | Buy |
1,246
+48
| +4% | +$796 | ﹤0.01% | 823 |
|
|
2023
Q4 | $21.4K | Buy |
1,198
+538
| +82% | +$9.6K | ﹤0.01% | 803 |
|
|
2023
Q3 | $9.58K | Sell |
660
-6
| -0.9% | -$87 | ﹤0.01% | 1021 |
|
|
2023
Q2 | $11.2K | Sell |
666
-88
| -12% | -$1.48K | ﹤0.01% | 929 |
|
|
2023
Q1 | $12.4K | Buy |
754
+381
| +102% | +$6.25K | ﹤0.01% | 872 |
|
|
2022
Q4 | $7K | Sell |
373
-356
| -49% | -$6.68K | ﹤0.01% | 884 |
|
|
2022
Q3 | $10K | Buy |
729
+195
| +37% | +$2.68K | ﹤0.01% | 757 |
|
|
2022
Q2 | $9K | Buy |
534
+198
| +59% | +$3.34K | ﹤0.01% | 741 |
|
|
2022
Q1 | $8K | Buy |
336
+221
| +192% | +$5.26K | ﹤0.01% | 792 |
|
|
2021
Q4 | $3K | Sell |
115
-89
| -44% | -$2.32K | ﹤0.01% | 999 |
|
|
2021
Q3 | $5K | Sell |
204
-16
| -7% | -$392 | ﹤0.01% | 875 |
|
|
2021
Q2 | $6K | Buy |
220
+76
| +53% | +$2.07K | ﹤0.01% | 797 |
|
|
2021
Q1 | $4K | Buy |
144
+29
| +25% | +$806 | ﹤0.01% | 765 |
|
|
2020
Q4 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 785 |
|
|
2020
Q2 | – | Sell |
-18,390
| Closed | -$167K | – | 777 |
|
|
2020
Q1 | $167K | Buy |
18,390
+1,340
| +8% | +$12.2K | 0.01% | 312 |
|
|
2019
Q4 | $307K | Sell |
17,050
-26,973
| -61% | -$486K | 0.02% | 319 |
|
|
2019
Q3 | $746K | Buy |
44,023
+9,584
| +28% | +$162K | 0.05% | 223 |
|
|
2019
Q2 | $705K | Sell |
34,439
-2,017
| -6% | -$41.3K | 0.05% | 227 |
|
|
2019
Q1 | $704K | Buy |
36,456
+6,423
| +21% | +$124K | 0.05% | 227 |
|
|
2018
Q4 | $503K | Sell |
30,033
-4,553
| -13% | -$76.2K | 0.04% | 234 |
|
|
2018
Q3 | $791K | Buy |
34,586
+7,872
| +29% | +$180K | 0.06% | 222 |
|
|
2018
Q2 | $710K | Buy |
26,714
+22,765
| +576% | +$605K | 0.06% | 219 |
|
|
2018
Q1 | $126K | Buy |
3,949
+239
| +6% | +$7.65K | 0.01% | 360 |
|
|
2017
Q4 | $136K | Buy |
3,710
+3,225
| +665% | +$118K | 0.01% | 372 |
|
|
2017
Q3 | $17K | Buy |
+485
| New | +$17K | ﹤0.01% | 676 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 924 |
|
|
2016
Q1 | – | Sell |
-70
| Closed | -$2.34K | – | 891 |
|
|
2015
Q4 | $2.34K | Buy |
+70
| New | +$2.34K | ﹤0.01% | 639 |
|