Meritage Group’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 |
-10,601
| Closed | -$176K | – | 66 |
|
|
2024
Q1 | $176K | Sell |
10,601
-637
| -6% | -$10.6K | ﹤0.01% | 55 |
|
|
2023
Q4 | $200K | Buy |
+11,238
| New | +$200K | ﹤0.01% | 54 |
|
|
2021
Q4 | – | Sell |
-8,685
| Closed | -$209K | – | 38 |
|
|
2021
Q3 | $209K | Buy |
+8,685
| New | +$209K | ﹤0.01% | 30 |
|