Red Tortoise LLC’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03K | Hold |
446
| – | – | ﹤0.01% | 316 |
|
|
2025
Q1 | $6.77K | Hold |
446
| – | – | ﹤0.01% | 300 |
|
|
2024
Q4 | $7.8K | Hold |
446
| – | – | ﹤0.01% | 292 |
|
|
2024
Q3 | $7.83K | Hold |
446
| – | – | ﹤0.01% | 296 |
|
|
2024
Q2 | $6.67K | Hold |
446
| – | – | ﹤0.01% | 308 |
|
|
2024
Q1 | $7.4K | Hold |
446
| – | – | ﹤0.01% | 284 |
|
|
2023
Q4 | $7.96K | Hold |
446
| – | – | ﹤0.01% | 219 |
|
|
2023
Q3 | $6.48K | Hold |
446
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $7.5K | Hold |
446
| – | – | ﹤0.01% | 222 |
|
|
2023
Q1 | $7.31K | Sell |
446
-46
| -9% | -$754 | ﹤0.01% | 213 |
|
|
2022
Q4 | $8.85K | Buy |
+492
| New | +$8.85K | 0.01% | 237 |
|
|
2021
Q4 | – | Sell |
-494
| Closed | -$7K | – | 315 |
|
|
2021
Q3 | $7K | Buy |
+494
| New | +$7K | 0.01% | 243 |
|