Principal 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 | $72.8K | Buy |
4,614
+2,131
| +86% | +$33.6K | ﹤0.01% | 1678 |
|
|
2025
Q1 | $43.4K | Hold |
2,483
| – | – | ﹤0.01% | 1816 |
|
|
2024
Q4 | $43.4K | Sell |
2,483
-108
| -4% | -$1.89K | ﹤0.01% | 1813 |
|
|
2024
Q3 | $45.5K | Buy |
2,591
+1,049
| +68% | +$18.4K | ﹤0.01% | 1734 |
|
|
2024
Q2 | $23.1K | Buy |
1,542
+332
| +27% | +$4.97K | ﹤0.01% | 1999 |
|
|
2024
Q1 | $20.1K | Buy |
1,210
+342
| +39% | +$5.67K | ﹤0.01% | 2000 |
|
|
2023
Q4 | $15.5K | Buy |
+868
| New | +$15.5K | ﹤0.01% | 2063 |
|