Parkside Financial Bank & Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.6K | Sell |
2,133
-169
| -7% | -$2.67K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $34.9K | Buy |
2,302
+1,527
| +197% | +$23.2K | ﹤0.01% | 949 |
|
|
2024
Q4 | $13.5K | Buy |
775
+53
| +7% | +$927 | ﹤0.01% | 1202 |
|
|
2024
Q3 | $12.7K | Hold |
722
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q2 | $10.8K | Sell |
722
-84
| -10% | -$1.26K | ﹤0.01% | 1160 |
|
|
2024
Q1 | $13.4K | Hold |
806
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q4 | $14.4K | Sell |
806
-263
| -25% | -$4.69K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $15.5K | Buy |
1,069
+36
| +3% | +$523 | ﹤0.01% | 987 |
|
|
2023
Q2 | $17.4K | Buy |
1,033
+45
| +5% | +$757 | ﹤0.01% | 943 |
|
|
2023
Q1 | $16.2K | Buy |
988
+68
| +7% | +$1.12K | ﹤0.01% | 946 |
|
|
2022
Q4 | $16.6K | Sell |
920
-148
| -14% | -$2.66K | ﹤0.01% | 904 |
|
|
2022
Q3 | $14K | Sell |
1,068
-39
| -4% | -$511 | ﹤0.01% | 906 |
|
|
2022
Q2 | $18K | Sell |
1,107
-23
| -2% | -$374 | 0.01% | 836 |
|
|
2022
Q1 | $26K | Buy |
1,130
+92
| +9% | +$2.12K | 0.01% | 760 |
|
|
2021
Q4 | $24K | Buy |
1,038
+1
| +0.1% | +$23 | 0.01% | 752 |
|
|
2021
Q3 | $25K | Buy |
1,037
+46
| +5% | +$1.11K | 0.01% | 716 |
|
|
2021
Q2 | $26K | Sell |
991
-41
| -4% | -$1.08K | 0.01% | 691 |
|
|
2021
Q1 | $26K | Buy |
1,032
+60
| +6% | +$1.51K | 0.01% | 682 |
|
|
2020
Q4 | $17K | Hold |
972
| – | – | 0.01% | 754 |
|
|
2020
Q3 | $11K | Buy |
972
+10
| +1% | +$113 | ﹤0.01% | 791 |
|
|
2020
Q2 | $10K | Buy |
962
+91
| +10% | +$946 | ﹤0.01% | 809 |
|
|
2020
Q1 | $8K | Buy |
871
+322
| +59% | +$2.96K | ﹤0.01% | 768 |
|
|
2019
Q4 | $10K | Buy |
549
+13
| +2% | +$237 | ﹤0.01% | 800 |
|
|
2019
Q3 | $9K | Buy |
536
+69
| +15% | +$1.16K | ﹤0.01% | 806 |
|
|
2019
Q2 | $10K | Buy |
467
+15
| +3% | +$321 | ﹤0.01% | 804 |
|
|
2019
Q1 | $9K | Buy |
452
+195
| +76% | +$3.88K | ﹤0.01% | 810 |
|
|
2018
Q4 | $4K | Buy |
257
+147
| +134% | +$2.29K | ﹤0.01% | 935 |
|
|
2018
Q3 | $2K | Buy |
110
+3
| +3% | +$55 | ﹤0.01% | 1082 |
|
|
2018
Q2 | $3K | Sell |
107
-120
| -53% | -$3.36K | ﹤0.01% | 975 |
|
|
2018
Q1 | $7K | Buy |
227
+44
| +24% | +$1.36K | ﹤0.01% | 795 |
|
|
2017
Q4 | $7K | Hold |
183
| – | – | ﹤0.01% | 801 |
|
|
2017
Q3 | $6K | Hold |
183
| – | – | ﹤0.01% | 825 |
|
|
2017
Q2 | $6K | Buy |
183
+32
| +21% | +$1.05K | ﹤0.01% | 832 |
|
|
2017
Q1 | $5K | Buy |
151
+30
| +25% | +$993 | ﹤0.01% | 821 |
|
|
2016
Q4 | $4K | Buy |
121
+35
| +41% | +$1.16K | ﹤0.01% | 868 |
|
|
2016
Q3 | $3K | Hold |
86
| – | – | ﹤0.01% | 908 |
|
|
2016
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 932 |
|
|
2016
Q1 | $3K | Buy |
86
+6
| +8% | +$209 | ﹤0.01% | 846 |
|
|
2015
Q4 | $3K | Buy |
80
+43
| +116% | +$1.61K | ﹤0.01% | 851 |
|
|
2015
Q3 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 990 |
|