Oxford Financial Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,773
| Closed | -$223K | – | 283 |
|
|
2024
Q4 | $223K | Sell |
12,773
-169
| -1% | -$2.95K | 0.01% | 233 |
|
|
2024
Q3 | $227K | Sell |
12,942
-188
| -1% | -$3.3K | 0.01% | 227 |
|
|
2024
Q2 | $196K | Buy |
13,130
+135
| +1% | +$2.02K | 0.01% | 254 |
|
|
2024
Q1 | $216K | Buy |
12,995
+51
| +0.4% | +$846 | 0.02% | 214 |
|
|
2023
Q4 | $231K | Buy |
12,944
+171
| +1% | +$3.05K | 0.02% | 215 |
|
|
2023
Q3 | $185K | Sell |
12,773
-67
| -0.5% | -$973 | 0.02% | 215 |
|
|
2023
Q2 | $216K | Buy |
+12,840
| New | +$216K | 0.02% | 219 |
|