Parallel Advisors’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.4K | Sell |
2,559
-515
| -17% | -$8.12K | ﹤0.01% | 1838 |
|
|
2025
Q1 | $46.6K | Sell |
3,074
-578
| -16% | -$8.77K | ﹤0.01% | 1667 |
|
|
2024
Q4 | $63.8K | Buy |
3,652
+394
| +12% | +$6.89K | ﹤0.01% | 1489 |
|
|
2024
Q3 | $57.2K | Sell |
3,258
-23
| -0.7% | -$404 | ﹤0.01% | 1538 |
|
|
2024
Q2 | $49.1K | Sell |
3,281
-439
| -12% | -$6.57K | ﹤0.01% | 1519 |
|
|
2024
Q1 | $61.7K | Buy |
3,720
+377
| +11% | +$6.25K | ﹤0.01% | 1400 |
|
|
2023
Q4 | $59.6K | Buy |
3,343
+959
| +40% | +$17.1K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $34.6K | Sell |
2,384
-665
| -22% | -$9.66K | ﹤0.01% | 1577 |
|
|
2023
Q2 | $51.3K | Sell |
3,049
-626
| -17% | -$10.5K | ﹤0.01% | 1391 |
|
|
2023
Q1 | $60.3K | Sell |
3,675
-1,639
| -31% | -$26.9K | ﹤0.01% | 1290 |
|
|
2022
Q4 | $95.6K | Buy |
5,314
+264
| +5% | +$4.75K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $69K | Sell |
5,050
-1,700
| -25% | -$23.2K | ﹤0.01% | 1121 |
|
|
2022
Q2 | $109K | Buy |
6,750
+1,703
| +34% | +$27.5K | 0.01% | 920 |
|
|
2022
Q1 | $118K | Sell |
5,047
-466
| -8% | -$10.9K | ﹤0.01% | 926 |
|
|
2021
Q4 | $127K | Buy |
5,513
+2,178
| +65% | +$50.2K | ﹤0.01% | 909 |
|
|
2021
Q3 | $80K | Sell |
3,335
-36
| -1% | -$864 | ﹤0.01% | 1060 |
|
|
2021
Q2 | $90K | Buy |
3,371
+369
| +12% | +$9.85K | ﹤0.01% | 970 |
|
|
2021
Q1 | $76K | Buy |
3,002
+211
| +8% | +$5.34K | ﹤0.01% | 985 |
|
|
2020
Q4 | $49K | Sell |
2,791
-311
| -10% | -$5.46K | ﹤0.01% | 1086 |
|
|
2020
Q3 | $35K | Sell |
3,102
-130
| -4% | -$1.47K | ﹤0.01% | 1198 |
|
|
2020
Q2 | $34K | Sell |
3,232
-2,016
| -38% | -$21.2K | ﹤0.01% | 1193 |
|
|
2020
Q1 | $47K | Buy |
5,248
+3,356
| +177% | +$30.1K | ﹤0.01% | 959 |
|
|
2019
Q4 | $34K | Sell |
1,892
-156
| -8% | -$2.8K | ﹤0.01% | 1165 |
|
|
2019
Q3 | $35K | Buy |
2,048
+319
| +18% | +$5.45K | ﹤0.01% | 1112 |
|
|
2019
Q2 | $35K | Buy |
1,729
+293
| +20% | +$5.93K | ﹤0.01% | 1027 |
|
|
2019
Q1 | $28K | Buy |
1,436
+532
| +59% | +$10.4K | ﹤0.01% | 1077 |
|
|
2018
Q4 | $15K | Buy |
904
+400
| +79% | +$6.64K | ﹤0.01% | 1171 |
|
|
2018
Q3 | $12K | Sell |
504
-71
| -12% | -$1.69K | ﹤0.01% | 1357 |
|
|
2018
Q2 | $15K | Sell |
575
-252
| -30% | -$6.57K | ﹤0.01% | 1164 |
|
|
2018
Q1 | $26K | Sell |
827
-120
| -13% | -$3.77K | ﹤0.01% | 902 |
|
|
2017
Q4 | $35K | Hold |
947
| – | – | 0.01% | 815 |
|
|
2017
Q3 | $33K | Hold |
947
| – | – | 0.01% | 816 |
|
|
2017
Q2 | $33K | Buy |
947
+143
| +18% | +$4.98K | 0.01% | 820 |
|
|
2017
Q1 | $26K | Buy |
804
+194
| +32% | +$6.27K | 0.01% | 867 |
|
|
2016
Q4 | $19K | Buy |
+610
| New | +$19K | ﹤0.01% | 871 |
|