Paradigm Asset Management’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-39,000
| Closed | -$647K | – | 537 |
|
|
2024
Q1 | $647K | Hold |
39,000
| – | – | 0.16% | 223 |
|
|
2023
Q4 | $696K | Sell |
39,000
-1,200
| -3% | -$21.4K | 0.18% | 215 |
|
|
2023
Q3 | $584K | Sell |
40,200
-2,400
| -6% | -$34.8K | 0.17% | 219 |
|
|
2023
Q2 | $716K | Buy |
+42,600
| New | +$716K | 0.19% | 209 |
|