Raleigh 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
Q1 | – | Sell |
-372
| Closed | -$6.5K | – | 800 |
|
|
2024
Q4 | $6.5K | Buy |
372
+195
| +110% | +$3.41K | ﹤0.01% | 676 |
|
|
2024
Q3 | $3.11K | Buy |
177
+22
| +14% | +$386 | ﹤0.01% | 767 |
|
|
2024
Q2 | $2.32K | Sell |
155
-10
| -6% | -$150 | ﹤0.01% | 766 |
|
|
2024
Q1 | $2.74K | Sell |
165
-71
| -30% | -$1.18K | ﹤0.01% | 729 |
|
|
2023
Q4 | $4.22K | Buy |
236
+220
| +1,375% | +$3.93K | ﹤0.01% | 766 |
|
|
2023
Q3 | $237 | Buy |
+16
| New | +$237 | ﹤0.01% | 923 |
|