O'Shaughnessy Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $725K | Buy |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $510K | Buy |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $187K | Sell |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $311K | Buy |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Buy |
|