Park Avenue Securities’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+16,692
| New | +$263K | ﹤0.01% | 1328 |
|
|
2022
Q1 | – | Sell |
-13,671
| Closed | -$315K | – | 1153 |
|
|
2021
Q4 | $315K | Buy |
13,671
+1,215
| +10% | +$28K | 0.01% | 905 |
|
|
2021
Q3 | $300K | Buy |
+12,456
| New | +$300K | 0.01% | 850 |
|
|
2020
Q2 | – | Sell |
-13,493
| Closed | -$123K | – | 696 |
|
|
2020
Q1 | $123K | Buy |
13,493
+2,688
| +25% | +$24.5K | 0.01% | 303 |
|
|
2019
Q4 | $194K | Buy |
+10,805
| New | +$194K | 0.01% | 584 |
|
|
2019
Q3 | – | Sell |
-13,208
| Closed | -$270K | – | 534 |
|
|
2019
Q2 | $270K | Buy |
+13,208
| New | +$270K | 0.03% | 219 |
|