Shell Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $168K | Sell |
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|
2024
Q4 | $202K | Hold |
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|
2024
Q3 | $203K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $785K | Sell |
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|
2023
Q2 | $936K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.9M | Sell |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $2.08M | Buy |
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|
2021
Q2 | $986K | Sell |
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|
2021
Q1 | $995K | Buy |
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|
2020
Q4 | $607K | Sell |
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|
2020
Q3 | $792K | Sell |
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|
2020
Q2 | $748K | Sell |
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|
2020
Q1 | $2.72M | Buy |
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|
2019
Q4 | $5.11M | Buy |
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|
2019
Q3 | $2.33M | Sell |
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|
2019
Q2 | $2.85M | Sell |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $497K | Hold |
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|
2018
Q3 | $680K | Sell |
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|
2018
Q2 | $817K | Buy |
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|
2018
Q1 | $949K | Buy |
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|
2017
Q4 | $961K | Buy |
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|
2017
Q3 | $594K | Sell |
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|
2017
Q2 | $1.03M | Hold |
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|
2017
Q1 | $895K | Sell |
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|
2016
Q4 | $6.3M | Sell |
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|
2016
Q3 | $8.19M | Sell |
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|
2016
Q2 | $6.92M | Buy |
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|
2016
Q1 | $6.24M | Buy |
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|
2015
Q4 | $4.46M | Buy |
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|
2015
Q3 | $2.37M | Buy |
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|
2015
Q2 | $1.53M | Sell |
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|
2015
Q1 | $2.86M | Sell |
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|
2014
Q4 | $3.6M | Buy |
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|
2014
Q3 | $2.37M | Sell |
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|
2014
Q2 | $2.51M | Sell |
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|
2014
Q1 | $2.74M | Sell |
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|
2013
Q4 | $2.76M | Sell |
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|
2013
Q3 | $3.63M | Buy |
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|
2013
Q2 | $3.58M | Buy |
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