Spire Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $883 | Sell |
56
-811
| -94% | -$12.8K | ﹤0.01% | 2303 |
|
|
2025
Q1 | $13.2K | Buy |
867
+769
| +785% | +$11.7K | ﹤0.01% | 1751 |
|
|
2024
Q4 | $1.71K | Hold |
98
| – | – | ﹤0.01% | 2281 |
|
|
2024
Q3 | $1.72K | Hold |
98
| – | – | ﹤0.01% | 2025 |
|
|
2024
Q2 | $1.47K | Buy |
98
+53
| +118% | +$793 | ﹤0.01% | 2063 |
|
|
2024
Q1 | $747 | Hold |
45
| – | – | ﹤0.01% | 2248 |
|
|
2023
Q4 | $769 | Sell |
45
-188
| -81% | -$3.21K | ﹤0.01% | 2306 |
|
|
2023
Q3 | $3.38K | Buy |
233
+6
| +3% | +$87 | ﹤0.01% | 2027 |
|
|
2023
Q2 | $3.82K | Buy |
227
+7
| +3% | +$118 | ﹤0.01% | 2072 |
|
|
2023
Q1 | $3.61K | Sell |
220
-18
| -8% | -$295 | ﹤0.01% | 2112 |
|
|
2022
Q4 | $4K | Buy |
238
+18
| +8% | +$303 | ﹤0.01% | 1896 |
|
|
2022
Q3 | $3K | Hold |
220
| – | – | ﹤0.01% | 1865 |
|
|
2022
Q2 | $4K | Buy |
+220
| New | +$4K | ﹤0.01% | 2192 |
|
|
2022
Q1 | – | Sell |
-724
| Closed | -$17K | – | 2702 |
|
|
2021
Q4 | $17K | Buy |
724
+124
| +21% | +$2.91K | ﹤0.01% | 2177 |
|
|
2021
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 1986 |
|
|
2021
Q2 | $16K | Buy |
+600
| New | +$16K | ﹤0.01% | 1963 |
|