Prana Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
+189,992
| New | +$3M | 0.11% | 73 |
|
|
2025
Q1 | – | Sell |
-169,367
| Closed | -$2.96M | – | 107 |
|
|
2024
Q4 | $2.96M | Buy |
+169,367
| New | +$2.96M | 0.14% | 75 |
|
|
2022
Q1 | – | Sell |
-461,338
| Closed | -$10.6M | – | 99 |
|
|
2021
Q4 | $10.6M | Buy |
461,338
+205,383
| +80% | +$4.73M | 0.84% | 37 |
|
|
2021
Q3 | $6.17M | Buy |
+255,955
| New | +$6.17M | 0.54% | 49 |
|
|
2018
Q2 | – | Sell |
-63,102
| Closed | -$2.02M | – | 50 |
|
|
2018
Q1 | $2.02M | Buy |
+63,102
| New | +$2.02M | 0.59% | 36 |
|