Meeder Advisory Services’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 |
-10,218
| Closed | -$155K | – | 625 |
|
|
2025
Q1 | $155K | Buy |
+10,218
| New | +$155K | 0.01% | 557 |
|
|
2023
Q3 | – | Sell |
-11,745
| Closed | -$197K | – | 422 |
|
|
2023
Q2 | $197K | Sell |
11,745
-1,525
| -11% | -$25.6K | 0.02% | 423 |
|
|
2023
Q1 | $218K | Sell |
13,270
-1,782
| -12% | -$29.2K | 0.03% | 401 |
|
|
2022
Q4 | $271K | Buy |
+15,052
| New | +$271K | 0.03% | 350 |
|