TD Private Client Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2K | Buy |
4,010
+407
| +11% | +$6.42K | ﹤0.01% | 807 |
|
|
2025
Q1 | $54.7K | Buy |
3,603
+20
| +0.6% | +$303 | ﹤0.01% | 799 |
|
|
2024
Q4 | $62.6K | Sell |
3,583
-108
| -3% | -$1.89K | ﹤0.01% | 781 |
|
|
2024
Q3 | $64.8K | Hold |
3,691
| – | – | ﹤0.01% | 788 |
|
|
2024
Q2 | $55.2K | Buy |
3,691
+429
| +13% | +$6.42K | ﹤0.01% | 786 |
|
|
2024
Q1 | $54.1K | Sell |
3,262
-359
| -10% | -$5.96K | ﹤0.01% | 797 |
|
|
2023
Q4 | $64.6K | Buy |
3,621
+1,273
| +54% | +$22.7K | ﹤0.01% | 776 |
|
|
2023
Q3 | $34.1K | Sell |
2,348
-1,037
| -31% | -$15.1K | ﹤0.01% | 840 |
|
|
2023
Q2 | $56.9K | Buy |
3,385
+141
| +4% | +$2.37K | ﹤0.01% | 761 |
|
|
2023
Q1 | $53.2K | Sell |
3,244
-10
| -0.3% | -$164 | ﹤0.01% | 754 |
|
|
2022
Q4 | $58.5K | Buy |
3,254
+39
| +1% | +$702 | ﹤0.01% | 710 |
|
|
2022
Q3 | $44K | Sell |
3,215
-340
| -10% | -$4.66K | ﹤0.01% | 753 |
|
|
2022
Q2 | $57.3K | Sell |
3,555
-214
| -6% | -$3.45K | ﹤0.01% | 703 |
|
|
2022
Q1 | $86.9K | Buy |
3,769
+405
| +12% | +$9.34K | ﹤0.01% | 660 |
|
|
2021
Q4 | $77.4K | Sell |
3,364
-1,647
| -33% | -$37.9K | ﹤0.01% | 678 |
|
|
2021
Q3 | $121K | Sell |
5,011
-271
| -5% | -$6.53K | 0.01% | 603 |
|
|
2021
Q2 | $141K | Sell |
5,282
-11
| -0.2% | -$294 | 0.01% | 567 |
|
|
2021
Q1 | $133K | Sell |
5,293
-3,294
| -38% | -$83.1K | 0.01% | 557 |
|
|
2020
Q4 | $150K | Buy |
8,587
+869
| +11% | +$15.1K | 0.01% | 517 |
|
|
2020
Q3 | $88.1K | Sell |
7,718
-794
| -9% | -$9.06K | ﹤0.01% | 541 |
|
|
2020
Q2 | $91.6K | Sell |
8,512
-76,472
| -90% | -$823K | 0.01% | 529 |
|
|
2020
Q1 | $772K | Buy |
84,984
+1,825
| +2% | +$16.6K | 0.06% | 261 |
|
|
2019
Q4 | $1.5M | Buy |
+83,159
| New | +$1.5M | 0.09% | 215 |
|