MV 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 | $552 | Sell |
35
-41
| -54% | -$647 | ﹤0.01% | 839 |
|
|
2025
Q1 | $1.15K | Sell |
76
-18
| -19% | -$273 | ﹤0.01% | 745 |
|
|
2024
Q4 | $1.64K | Hold |
94
| – | – | ﹤0.01% | 708 |
|
|
2024
Q3 | $1.65K | Buy |
94
+23
| +32% | +$404 | ﹤0.01% | 709 |
|
|
2024
Q2 | $1.06K | Buy |
71
+5
| +8% | +$75 | ﹤0.01% | 689 |
|
|
2024
Q1 | $1.1K | Hold |
66
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $1.18K | Sell |
66
-567
| -90% | -$10.1K | ﹤0.01% | 662 |
|
|
2023
Q3 | $9.19K | Sell |
633
-42
| -6% | -$610 | ﹤0.01% | 516 |
|
|
2023
Q2 | $11.3K | Buy |
675
+33
| +5% | +$555 | ﹤0.01% | 485 |
|
|
2023
Q1 | $10.5K | Sell |
642
-5
| -0.8% | -$82 | ﹤0.01% | 501 |
|
|
2022
Q4 | $11.6K | Buy |
647
+594
| +1,121% | +$10.7K | ﹤0.01% | 433 |
|
|
2022
Q3 | $1K | Sell |
53
-195
| -79% | -$3.68K | ﹤0.01% | 655 |
|
|
2022
Q2 | $4K | Buy |
248
+165
| +199% | +$2.66K | ﹤0.01% | 580 |
|
|
2022
Q1 | $2K | Buy |
83
+12
| +17% | +$289 | ﹤0.01% | 651 |
|
|
2021
Q4 | $2K | Sell |
71
-56
| -44% | -$1.58K | ﹤0.01% | 656 |
|
|
2021
Q3 | $3K | Buy |
127
+86
| +210% | +$2.03K | ﹤0.01% | 640 |
|
|
2021
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 662 |
|