NewEdge Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7K | Buy |
108
+1
| +0.9% | +$16 | ﹤0.01% | 3650 |
|
|
2025
Q1 | $1.62K | Sell |
107
-12,454
| -99% | -$189K | ﹤0.01% | 3545 |
|
|
2024
Q4 | $220K | Buy |
12,561
+12,387
| +7,119% | +$217K | ﹤0.01% | 2046 |
|
|
2024
Q3 | $3.06K | Buy |
174
+1
| +0.6% | +$18 | ﹤0.01% | 3305 |
|
|
2024
Q2 | $2.59K | Sell |
173
-150
| -46% | -$2.24K | ﹤0.01% | 3283 |
|
|
2024
Q1 | $5.36K | Buy |
323
+48
| +17% | +$797 | ﹤0.01% | 3111 |
|
|
2023
Q4 | $4.91K | Sell |
275
-19,352
| -99% | -$345K | ﹤0.01% | 3122 |
|
|
2023
Q3 | $285K | Buy |
+19,627
| New | +$285K | ﹤0.01% | 1454 |
|
|
2023
Q2 | – | Sell |
-5,417
| Closed | -$88.8K | – | 3564 |
|
|
2023
Q1 | $88.8K | Buy |
5,417
+76
| +1% | +$1.25K | ﹤0.01% | 1785 |
|
|
2022
Q4 | $92.8K | Buy |
+5,341
| New | +$92.8K | ﹤0.01% | 1467 |
|
|
2021
Q2 | – | Sell |
-9,019
| Closed | -$227K | – | 1171 |
|
|
2021
Q1 | $227K | Buy |
+9,019
| New | +$227K | 0.01% | 909 |
|
|
2020
Q4 | – | Sell |
-24,707
| Closed | -$282K | – | 1042 |
|
|
2020
Q3 | $282K | Buy |
+24,707
| New | +$282K | 0.01% | 729 |
|
|
2018
Q2 | – | Sell |
-10,798
| Closed | -$333K | – | 550 |
|
|
2018
Q1 | $333K | Buy |
+10,798
| New | +$333K | 0.04% | 336 |
|
|
2017
Q3 | – | Sell |
-206
| Closed | -$7.51K | – | 732 |
|
|
2017
Q2 | $7.51K | Buy |
+206
| New | +$7.51K | ﹤0.01% | 1056 |
|