O'Dell Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-696
| Closed | -$12.4K | – | 286 |
|
|
2023
Q4 | $12.4K | Buy |
+696
| New | +$12.4K | ﹤0.01% | 329 |
|
|
2023
Q3 | – | Sell |
-679
| Closed | -$11.4K | – | 273 |
|
|
2023
Q2 | $11.4K | Buy |
+679
| New | +$11.4K | ﹤0.01% | 333 |
|
|
2022
Q4 | – | Sell |
-656
| Closed | -$9K | – | 239 |
|
|
2022
Q3 | $9K | Sell |
656
-638
| -49% | -$8.75K | ﹤0.01% | 295 |
|
|
2022
Q2 | $21K | Buy |
1,294
+13
| +1% | +$211 | 0.01% | 222 |
|
|
2022
Q1 | $30K | Buy |
1,281
+11
| +0.9% | +$258 | 0.01% | 223 |
|
|
2021
Q4 | $29K | Buy |
1,270
+9
| +0.7% | +$206 | 0.01% | 206 |
|
|
2021
Q3 | $30K | Buy |
+1,261
| New | +$30K | 0.01% | 205 |
|