Sunbelt Securities’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,041
| Closed | -$18.3K | – | 1868 |
|
|
2024
Q3 | $18.3K | Hold |
1,041
| – | – | ﹤0.01% | 1191 |
|
|
2024
Q2 | $15.6K | Buy |
1,041
+92
| +10% | +$1.38K | ﹤0.01% | 1170 |
|
|
2024
Q1 | $15.7K | Hold |
949
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q4 | $16.9K | Hold |
949
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q3 | $13.8K | Hold |
949
| – | – | ﹤0.01% | 1085 |
|
|
2023
Q2 | $16K | Hold |
949
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q1 | $15.3K | Buy |
+949
| New | +$15.3K | ﹤0.01% | 1021 |
|