MCF Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.1K | Sell |
3,176
-2,984
| -48% | -$47.1K | ﹤0.01% | 404 |
|
|
2025
Q1 | $93.4K | Sell |
6,160
-136
| -2% | -$2.06K | 0.01% | 320 |
|
|
2024
Q4 | $110K | Sell |
6,296
-21
| -0.3% | -$367 | 0.01% | 297 |
|
|
2024
Q3 | $111K | Buy |
6,317
+7
| +0.1% | +$123 | 0.01% | 293 |
|
|
2024
Q2 | $94.4K | Buy |
6,310
+4
| +0.1% | +$60 | 0.01% | 305 |
|
|
2024
Q1 | $105K | Buy |
6,306
+124
| +2% | +$2.06K | 0.01% | 292 |
|
|
2023
Q4 | $110K | Buy |
6,182
+855
| +16% | +$15.3K | 0.01% | 283 |
|
|
2023
Q3 | $77.4K | Buy |
5,327
+363
| +7% | +$5.27K | 0.01% | 318 |
|
|
2023
Q2 | $83.4K | Sell |
4,964
-91
| -2% | -$1.53K | 0.01% | 311 |
|
|
2023
Q1 | $82.9K | Buy |
5,055
+830
| +20% | +$13.6K | 0.01% | 305 |
|
|
2022
Q4 | $76K | Buy |
4,225
+333
| +9% | +$5.99K | 0.01% | 304 |
|
|
2022
Q3 | $53K | Buy |
3,892
+2,430
| +166% | +$33.1K | 0.01% | 336 |
|
|
2022
Q2 | $24K | Buy |
1,462
+57
| +4% | +$936 | ﹤0.01% | 419 |
|
|
2022
Q1 | $32K | Buy |
1,405
+153
| +12% | +$3.49K | ﹤0.01% | 395 |
|
|
2021
Q4 | $29K | Buy |
1,252
+515
| +70% | +$11.9K | 0.62% | 13 |
|
|
2021
Q3 | $18K | Buy |
737
+539
| +272% | +$13.2K | ﹤0.01% | 428 |
|
|
2021
Q2 | $5K | Hold |
198
| – | – | ﹤0.01% | 497 |
|
|
2021
Q1 | $5K | Buy |
+198
| New | +$5K | ﹤0.01% | 461 |
|