Raymond James Financial Services Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $393K | Buy |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $663K | Buy |
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|
2023
Q4 | $393K | Buy |
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|
2023
Q3 | $275K | Sell |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $924K | Buy |
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|
2022
Q4 | $392K | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $316K | Buy |
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|
2022
Q1 | $413K | Sell |
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|
2021
Q4 | $551K | Buy |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $5.73M | Buy |
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|
2021
Q1 | $2.15M | Buy |
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|
2020
Q4 | $640K | Buy |
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|
2020
Q3 | $378K | Sell |
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|
2020
Q2 | $420K | Sell |
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|
2020
Q1 | $365K | Sell |
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|
2019
Q4 | $1.53M | Sell |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $2.19M | Buy |
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|
2019
Q1 | $1.78M | Buy |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $1.49M | Buy |
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|
2017
Q4 | $873K | Buy |
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|
2017
Q3 | $566K | Sell |
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|
2017
Q2 | $664K | Buy |
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|
2017
Q1 | $538K | Sell |
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|
2016
Q4 | $616K | Sell |
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|
2016
Q3 | $662K | Buy |
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|
2016
Q2 | $357K | Buy |
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|
2016
Q1 | $364K | Buy |
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|
2015
Q4 | $370K | Sell |
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|
2015
Q3 | $399K | Buy |
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