Maverick Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,564
| Closed | -$208K | – | 376 |
|
|
2024
Q1 | $208K | Buy |
+12,564
| New | +$208K | ﹤0.01% | 394 |
|
|
2023
Q4 | – | Sell |
-25,577
| Closed | -$371K | – | 403 |
|
|
2023
Q3 | $371K | Buy |
+25,577
| New | +$371K | 0.01% | 199 |
|
|
2023
Q2 | – | Sell |
-75,524
| Closed | -$1.24M | – | 477 |
|
|
2023
Q1 | $1.24M | Buy |
+75,524
| New | +$1.24M | 0.03% | 112 |
|
|
2022
Q4 | – | Sell |
-35,092
| Closed | -$481K | – | 414 |
|
|
2022
Q3 | $481K | Buy |
+35,092
| New | +$481K | 0.01% | 178 |
|
|
2022
Q1 | – | Sell |
-5,617
| Closed | -$129K | – | 302 |
|
|
2021
Q4 | $129K | Buy |
5,617
+740
| +15% | +$17K | ﹤0.01% | 139 |
|
|
2021
Q3 | $118K | Sell |
4,877
-10,400
| -68% | -$252K | ﹤0.01% | 566 |
|
|
2021
Q2 | $408K | Buy |
15,277
+12,589
| +468% | +$336K | ﹤0.01% | 405 |
|
|
2021
Q1 | $68K | Buy |
+2,688
| New | +$68K | ﹤0.01% | 620 |
|