Plante Moran Financial Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26
| Closed | -$454 | – | 888 |
|
|
2024
Q4 | $454 | Hold |
26
| – | – | ﹤0.01% | 858 |
|
|
2024
Q3 | $457 | Buy |
+26
| New | +$457 | ﹤0.01% | 827 |
|
|
2022
Q1 | – | Sell |
-183
| Closed | -$4K | – | 912 |
|
|
2021
Q4 | $4K | Buy |
+183
| New | +$4K | ﹤0.01% | 854 |
|
|
2019
Q4 | – | Sell |
-114
| Closed | -$2K | – | 822 |
|
|
2019
Q3 | $2K | Sell |
114
-202
| -64% | -$3.54K | ﹤0.01% | 780 |
|
|
2019
Q2 | $6K | Buy |
+316
| New | +$6K | ﹤0.01% | 624 |
|
|
2018
Q3 | – | Sell |
-90
| Closed | -$2K | – | 803 |
|
|
2018
Q2 | $2K | Sell |
90
-1,420
| -94% | -$31.6K | ﹤0.01% | 729 |
|
|
2018
Q1 | $48K | Buy |
1,510
+1,164
| +336% | +$37K | 0.03% | 350 |
|
|
2017
Q4 | $13K | Buy |
346
+3
| +0.9% | +$113 | 0.01% | 560 |
|
|
2017
Q3 | $12K | Sell |
343
-12
| -3% | -$420 | 0.01% | 517 |
|
|
2017
Q2 | $12K | Buy |
355
+42
| +13% | +$1.42K | 0.01% | 534 |
|
|
2017
Q1 | $10K | Buy |
313
+2
| +0.6% | +$64 | 0.01% | 576 |
|
|
2016
Q4 | $9K | Buy |
311
+207
| +199% | +$5.99K | 0.01% | 603 |
|
|
2016
Q3 | $3K | Sell |
104
-18
| -15% | -$519 | ﹤0.01% | 787 |
|
|
2016
Q2 | $3K | Hold |
122
| – | – | ﹤0.01% | 723 |
|
|
2016
Q1 | $4K | Sell |
122
-33
| -21% | -$1.08K | ﹤0.01% | 619 |
|
|
2015
Q4 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 726 |
|