Tidal Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-24,966
| Closed | -$436K | – | 1819 |
|
|
2024
Q4 | $436K | Buy |
24,966
+1,434
| +6% | +$25.1K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $413K | Sell |
23,532
-27,508
| -54% | -$483K | ﹤0.01% | 1437 |
|
|
2024
Q2 | $764K | Sell |
51,040
-70,737
| -58% | -$1.06M | 0.01% | 1029 |
|
|
2024
Q1 | $2.02M | Buy |
+121,777
| New | +$2.02M | 0.03% | 509 |
|
|
2023
Q2 | – | Sell |
-10,334
| Closed | -$169K | – | 1347 |
|
|
2023
Q1 | $169K | Buy |
+10,334
| New | +$169K | 0.01% | 1214 |
|
|
2022
Q4 | – | Sell |
-20,188
| Closed | -$277K | – | 1161 |
|
|
2022
Q3 | $277K | Buy |
20,188
+4,206
| +26% | +$57.7K | 0.01% | 788 |
|
|
2022
Q2 | $258K | Buy |
15,982
+2,472
| +18% | +$39.9K | 0.01% | 858 |
|
|
2022
Q1 | $312K | Buy |
13,510
+1,177
| +10% | +$27.2K | 0.01% | 809 |
|
|
2021
Q4 | $284K | Buy |
+12,333
| New | +$284K | 0.01% | 780 |
|