ME
McIlrath & Eck’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,032
| Closed | -$18.1K | – | 1004 |
|
|
2024
Q3 | $18.1K | Hold |
1,032
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $15.4K | Hold |
1,032
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $17.1K | Buy |
+1,032
| New | +$17.1K | ﹤0.01% | 497 |
|
|
2023
Q4 | – | Sell |
-1,032
| Closed | -$15K | – | 937 |
|
|
2023
Q3 | $15K | Hold |
1,032
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $17.3K | Sell |
1,032
-402
| -28% | -$6.76K | ﹤0.01% | 448 |
|
|
2023
Q1 | $23.5K | Hold |
1,434
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $25.8K | Hold |
1,434
| – | – | 0.01% | 368 |
|
|
2022
Q3 | $20K | Hold |
1,434
| – | – | 0.01% | 399 |
|
|
2022
Q2 | $23K | Hold |
1,434
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $33K | Buy |
1,434
+154
| +12% | +$3.54K | 0.01% | 312 |
|
|
2021
Q4 | $29K | Hold |
1,280
| – | – | 0.01% | 330 |
|
|
2021
Q3 | $31K | Buy |
1,280
+886
| +225% | +$21.5K | 0.01% | 310 |
|
|
2021
Q2 | $11K | Buy |
+394
| New | +$11K | ﹤0.01% | 508 |
|
|
2019
Q4 | – | Sell |
-39
| Closed | -$1K | – | 648 |
|
|
2019
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 593 |
|
|
2019
Q2 | $1K | Hold |
39
| – | – | ﹤0.01% | 586 |
|
|
2019
Q1 | $1K | Hold |
39
| – | – | ﹤0.01% | 586 |
|
|
2018
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 504 |
|