ORG Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78K | Buy |
172
+57
| +50% | +$921 | ﹤0.01% | 1168 |
|
|
2025
Q1 | $1.75K | Hold |
115
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q4 | $2.01K | Hold |
115
| – | – | ﹤0.01% | 1086 |
|
|
2024
Q3 | $2.02K | Hold |
115
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $1.71K | Buy |
+115
| New | +$1.71K | ﹤0.01% | 1522 |
|
|
2023
Q4 | – | Sell |
-115
| Closed | -$1.67K | – | 1247 |
|
|
2023
Q3 | $1.67K | Hold |
115
| – | – | ﹤0.01% | 1100 |
|
|
2023
Q2 | $1.97K | Buy |
+115
| New | +$1.97K | ﹤0.01% | 1206 |
|