Meridian Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,798
| Closed | -$189K | – | 174 |
|
|
2024
Q4 | $189K | Hold |
10,798
| – | – | 0.03% | 172 |
|
|
2024
Q3 | $190K | Hold |
10,798
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $162K | Hold |
10,798
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $179K | Hold |
10,798
| – | – | 0.03% | 172 |
|
|
2023
Q4 | $193K | Hold |
10,798
| – | – | 0.04% | 172 |
|
|
2023
Q3 | $157K | Hold |
10,798
| – | – | 0.04% | 173 |
|
|
2023
Q2 | $182K | Hold |
10,798
| – | – | 0.04% | 178 |
|
|
2023
Q1 | $177K | Hold |
10,798
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $194K | Hold |
10,798
| – | – | 0.05% | 186 |
|
|
2022
Q3 | $148K | Hold |
10,798
| – | – | 0.04% | 181 |
|
|
2022
Q2 | $174K | Hold |
10,798
| – | – | 0.05% | 189 |
|
|
2022
Q1 | $249K | Sell |
10,798
-5,077
| -32% | -$117K | 0.06% | 186 |
|
|
2021
Q4 | $365K | Hold |
15,875
| – | – | 0.09% | 145 |
|
|
2021
Q3 | $383K | Hold |
15,875
| – | – | 0.11% | 134 |
|
|
2021
Q2 | $424K | Hold |
15,875
| – | – | 0.12% | 130 |
|
|
2021
Q1 | $400K | Hold |
15,875
| – | – | 0.13% | 123 |
|
|
2020
Q4 | $277K | Hold |
15,875
| – | – | 0.1% | 146 |
|
|
2020
Q3 | $181K | Hold |
15,875
| – | – | 0.08% | 156 |
|
|
2020
Q2 | $171K | Hold |
15,875
| – | – | 0.08% | 158 |
|
|
2020
Q1 | $144K | Hold |
15,875
| – | – | 0.08% | 136 |
|
|
2019
Q4 | $285K | Hold |
15,875
| – | – | 0.11% | 128 |
|
|
2019
Q3 | $269K | Buy |
+15,875
| New | +$269K | 0.12% | 128 |
|