Orion Portfolio Solutions’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-172,317
| Closed | -$2.83M | – | 1651 |
|
|
2023
Q1 | $2.83M | Buy |
+172,317
| New | +$2.83M | 0.03% | 456 |
|
|
2020
Q3 | – | Sell |
-2,812
| Closed | -$30K | – | 1249 |
|
|
2020
Q2 | $30K | Buy |
2,812
+688
| +32% | +$7.34K | ﹤0.01% | 834 |
|
|
2020
Q1 | $19K | Buy |
2,124
+1,237
| +139% | +$11.1K | ﹤0.01% | 852 |
|
|
2019
Q4 | $16K | Buy |
+887
| New | +$16K | ﹤0.01% | 838 |
|