Syverson Strege & Co’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-171
| Closed | -$2.8K | – | 338 |
|
|
2023
Q1 | $2.8K | Hold |
171
| – | – | ﹤0.01% | 427 |
|
|
2022
Q4 | $3.08K | Hold |
171
| – | – | ﹤0.01% | 248 |
|
|
2022
Q3 | $2K | Hold |
171
| – | – | ﹤0.01% | 249 |
|
|
2022
Q2 | $3K | Hold |
171
| – | – | ﹤0.01% | 279 |
|
|
2022
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $4K | Buy |
+171
| New | +$4K | ﹤0.01% | 245 |
|