Mutual of America Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $809K | Sell |
51,327
-773
| -1% | -$12.2K | 0.01% | 1009 |
|
2025
Q1 | $790K | Sell |
52,100
-1,743
| -3% | -$26.4K | 0.01% | 1026 |
|
2024
Q4 | $941K | Sell |
53,843
-1,572
| -3% | -$27.5K | 0.01% | 1008 |
|
2024
Q3 | $973K | Sell |
55,415
-1,311
| -2% | -$23K | 0.01% | 1035 |
|
2024
Q2 | $849K | Sell |
56,726
-2,207
| -4% | -$33K | 0.01% | 1050 |
|
2024
Q1 | $978K | Sell |
58,933
-1,058
| -2% | -$17.6K | 0.01% | 1044 |
|
2023
Q4 | $1.07M | Sell |
59,991
-2,624
| -4% | -$46.8K | 0.01% | 1042 |
|
2023
Q3 | $909K | Sell |
62,615
-3,113
| -5% | -$45.2K | 0.01% | 1048 |
|
2023
Q2 | $1.1M | Buy |
65,728
+824
| +1% | +$13.9K | 0.01% | 1034 |
|
2023
Q1 | $1.06M | Buy |
64,904
+109
| +0.2% | +$1.79K | 0.01% | 1028 |
|
2022
Q4 | $1.17M | Buy |
64,795
+1,988
| +3% | +$35.8K | 0.01% | 1017 |
|
2022
Q3 | $860K | Buy |
62,807
+16,889
| +37% | +$231K | 0.01% | 1050 |
|
2022
Q2 | $741K | Buy |
45,918
+372
| +0.8% | +$6K | 0.01% | 1055 |
|
2022
Q1 | $1.05M | Buy |
45,546
+481
| +1% | +$11.1K | 0.01% | 1051 |
|
2021
Q4 | $1.04M | Buy |
45,065
+216
| +0.5% | +$4.97K | 0.01% | 1055 |
|
2021
Q3 | $1.08M | Sell |
44,849
-4,566
| -9% | -$110K | 0.01% | 1060 |
|
2021
Q2 | $1.32M | Buy |
49,415
+640
| +1% | +$17.1K | 0.01% | 1063 |
|
2021
Q1 | $1.23M | Buy |
48,775
+1,478
| +3% | +$37.3K | 0.01% | 1062 |
|
2020
Q4 | $824K | Sell |
47,297
-1,891
| -4% | -$32.9K | 0.01% | 1076 |
|
2020
Q3 | $561K | Sell |
49,188
-1,720
| -3% | -$19.6K | 0.01% | 1094 |
|
2020
Q2 | $548K | Buy |
50,908
+43
| +0.1% | +$463 | 0.01% | 1110 |
|
2020
Q1 | $462K | Sell |
50,865
-141
| -0.3% | -$1.28K | 0.01% | 1098 |
|
2019
Q4 | $917K | Sell |
51,006
-421
| -0.8% | -$7.57K | 0.01% | 1094 |
|
2019
Q3 | $871K | Sell |
51,427
-1,721
| -3% | -$29.1K | 0.01% | 1081 |
|
2019
Q2 | $1.09M | Buy |
+53,148
| New | +$1.09M | 0.02% | 1064 |
|