SJS Investment Consulting’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821 | Sell |
52
-38
| -42% | -$600 | ﹤0.01% | 934 |
|
|
2025
Q1 | $1.37K | Sell |
90
-2
| -2% | -$30 | ﹤0.01% | 890 |
|
|
2024
Q4 | $1.61K | Sell |
92
-9
| -9% | -$157 | ﹤0.01% | 816 |
|
|
2024
Q3 | $1.77K | Buy |
101
+6
| +6% | +$105 | ﹤0.01% | 844 |
|
|
2024
Q2 | $1.42K | Hold |
95
| – | – | ﹤0.01% | 883 |
|
|
2024
Q1 | $1.58K | Buy |
95
+9
| +10% | +$149 | ﹤0.01% | 856 |
|
|
2023
Q4 | $1.54K | Buy |
86
+10
| +13% | +$178 | ﹤0.01% | 778 |
|
|
2023
Q3 | $1.1K | Sell |
76
-11
| -13% | -$160 | ﹤0.01% | 894 |
|
|
2023
Q2 | $1.46K | Buy |
87
+40
| +85% | +$673 | ﹤0.01% | 736 |
|
|
2023
Q1 | $771 | Sell |
47
-48
| -51% | -$787 | ﹤0.01% | 996 |
|
|
2022
Q4 | $1.71K | Buy |
95
+46
| +94% | +$828 | ﹤0.01% | 697 |
|
|
2022
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 774 |
|
|
2022
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1021 |
|