Purus Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,306
| Closed | -$309K | – | 121 |
|
|
2023
Q4 | $309K | Buy |
17,306
+230
| +1% | +$4.1K | 0.18% | 91 |
|
|
2023
Q3 | $248K | Buy |
17,076
+215
| +1% | +$3.12K | 0.17% | 99 |
|
|
2023
Q2 | $283K | Buy |
16,861
+215
| +1% | +$3.61K | 0.18% | 92 |
|
|
2023
Q1 | $273K | Buy |
16,646
+175
| +1% | +$2.87K | 0.22% | 92 |
|
|
2022
Q4 | $296K | Buy |
16,471
+172
| +1% | +$3.09K | 0.27% | 81 |
|
|
2022
Q3 | $223K | Buy |
16,299
+184
| +1% | +$2.52K | 0.21% | 92 |
|
|
2022
Q2 | $260K | Buy |
16,115
+158
| +1% | +$2.55K | 0.23% | 85 |
|
|
2022
Q1 | $368K | Buy |
15,957
+133
| +0.8% | +$3.07K | 0.25% | 77 |
|
|
2021
Q4 | $364K | Buy |
15,824
+118
| +0.8% | +$2.71K | 0.23% | 77 |
|
|
2021
Q3 | $379K | Buy |
15,706
+104
| +0.7% | +$2.51K | 0.26% | 65 |
|
|
2021
Q2 | $417K | Buy |
15,602
+90
| +0.6% | +$2.41K | 0.3% | 59 |
|
|
2021
Q1 | $391K | Buy |
15,512
+99
| +0.6% | +$2.5K | 0.33% | 57 |
|
|
2020
Q4 | $269K | Buy |
+15,413
| New | +$269K | 0.24% | 61 |
|