Steward Partners Investment Advisory’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2K | Sell |
520
-43
| -8% | -$678 | ﹤0.01% | 3298 |
|
|
2025
Q1 | $8.54K | Sell |
563
-4
| -0.7% | -$61 | ﹤0.01% | 3161 |
|
|
2024
Q4 | $9.91K | Sell |
567
-43
| -7% | -$752 | ﹤0.01% | 3101 |
|
|
2024
Q3 | $10.7K | Sell |
610
-82
| -12% | -$1.44K | ﹤0.01% | 2922 |
|
|
2024
Q2 | $10.4K | Sell |
692
-380
| -35% | -$5.69K | ﹤0.01% | 2809 |
|
|
2024
Q1 | $17.8K | Hold |
1,072
| – | – | ﹤0.01% | 2564 |
|
|
2023
Q4 | $19.1K | Sell |
1,072
-571
| -35% | -$10.2K | ﹤0.01% | 2429 |
|
|
2023
Q3 | $23.9K | Buy |
1,643
+1,118
| +213% | +$16.2K | ﹤0.01% | 2225 |
|
|
2023
Q2 | $8.83K | Sell |
525
-300
| -36% | -$5.04K | ﹤0.01% | 2613 |
|
|
2023
Q1 | $13.5K | Hold |
825
| – | – | ﹤0.01% | 2427 |
|
|
2022
Q4 | $14.8K | Hold |
825
| – | – | ﹤0.01% | 2387 |
|
|
2022
Q3 | $11K | Hold |
825
| – | – | ﹤0.01% | 2490 |
|
|
2022
Q2 | $13K | Hold |
825
| – | – | ﹤0.01% | 2416 |
|
|
2022
Q1 | $19K | Hold |
825
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q4 | $19K | Hold |
825
| – | – | ﹤0.01% | 2344 |
|
|
2021
Q3 | $20K | Hold |
825
| – | – | ﹤0.01% | 2324 |
|
|
2021
Q2 | $22K | Hold |
825
| – | – | ﹤0.01% | 4963 |
|
|
2021
Q1 | $20.8K | Buy |
825
+75
| +10% | +$1.89K | ﹤0.01% | 2459 |
|
|
2020
Q4 | $13K | Sell |
750
-600
| -44% | -$10.4K | ﹤0.01% | 2211 |
|
|
2020
Q3 | $15K | Sell |
1,350
-1,015
| -43% | -$11.3K | ﹤0.01% | 1981 |
|
|
2020
Q2 | $25K | Sell |
2,365
-109
| -4% | -$1.15K | ﹤0.01% | 1694 |
|
|
2020
Q1 | $22K | Sell |
2,474
-494
| -17% | -$4.39K | ﹤0.01% | 1576 |
|
|
2019
Q4 | $53K | Buy |
2,968
+53
| +2% | +$946 | ﹤0.01% | 1368 |
|
|
2019
Q3 | $49K | Sell |
2,915
-82
| -3% | -$1.38K | ﹤0.01% | 1361 |
|
|
2019
Q2 | $61K | Buy |
+2,997
| New | +$61K | ﹤0.01% | 1263 |
|
|
2018
Q4 | – | Sell |
-1,872
| Closed | -$43K | – | 1459 |
|
|
2018
Q3 | $43K | Buy |
1,872
+335
| +22% | +$7.7K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $41K | Sell |
1,537
-25
| -2% | -$667 | ﹤0.01% | 1175 |
|
|
2018
Q1 | $50K | Buy |
+1,562
| New | +$50K | ﹤0.01% | 1008 |
|