Paralel Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-116,749
| Closed | -$1.94M | – | 124 |
|
|
2024
Q1 | $1.94M | Hold |
116,749
| – | – | 0.09% | 74 |
|
|
2023
Q4 | $2.08M | Hold |
116,749
| – | – | 0.11% | 62 |
|
|
2023
Q3 | $1.7M | Buy |
116,749
+1,458
| +1% | +$21.2K | 0.09% | 66 |
|
|
2023
Q2 | $1.94M | Buy |
115,291
+36,396
| +46% | +$612K | 0.1% | 56 |
|
|
2023
Q1 | $1.29M | Buy |
78,895
+2,074
| +3% | +$34K | 0.07% | 75 |
|
|
2022
Q4 | $1.38M | Buy |
+76,821
| New | +$1.38M | 0.08% | 65 |
|