Twin Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
38,366
-681
| -2% | -$10.7K | 0.06% | 214 |
|
|
2025
Q1 | $592K | Buy |
39,047
+13,072
| +50% | +$198K | 0.07% | 221 |
|
|
2024
Q4 | $454K | Sell |
25,975
-376
| -1% | -$6.57K | 0.05% | 252 |
|
|
2024
Q3 | $463K | Buy |
+26,351
| New | +$463K | 0.05% | 246 |
|
|
2018
Q2 | – | Sell |
-57,160
| Closed | -$1.83M | – | 347 |
|
|
2018
Q1 | $1.83M | Sell |
57,160
-15,280
| -21% | -$489K | 0.09% | 233 |
|
|
2017
Q4 | $2.65M | Sell |
72,440
-260
| -0.4% | -$9.5K | 0.13% | 196 |
|
|
2017
Q3 | $2.55M | Sell |
72,700
-650
| -0.9% | -$22.8K | 0.13% | 202 |
|
|
2017
Q2 | $2.58M | Sell |
73,350
-25,380
| -26% | -$893K | 0.15% | 201 |
|
|
2017
Q1 | $3.02M | Sell |
98,730
-24,336
| -20% | -$745K | 0.19% | 170 |
|
|
2016
Q4 | $3.73M | Buy |
123,066
+2,092
| +2% | +$63.5K | 0.24% | 131 |
|
|
2016
Q3 | $3.78M | Buy |
120,974
+98,524
| +439% | +$3.08M | 0.25% | 122 |
|
|
2016
Q2 | $573K | Sell |
22,450
-930
| -4% | -$23.7K | 0.04% | 319 |
|
|
2016
Q1 | $719K | Sell |
23,380
-180
| -0.8% | -$5.54K | 0.06% | 241 |
|
|
2015
Q4 | $789K | Sell |
23,560
-1,900
| -7% | -$63.6K | 0.06% | 234 |
|
|
2015
Q3 | $795K | Sell |
25,460
-46,860
| -65% | -$1.46M | 0.08% | 217 |
|
|
2015
Q2 | $2.71M | Buy |
72,320
+14,690
| +25% | +$551K | 0.24% | 134 |
|
|
2015
Q1 | $2.29M | Hold |
57,630
| – | – | 0.2% | 153 |
|
|
2014
Q4 | $2.28M | Buy |
57,630
+590
| +1% | +$23.3K | 0.22% | 137 |
|
|
2014
Q3 | $2.25M | Buy |
57,040
+9,300
| +19% | +$367K | 0.23% | 134 |
|
|
2014
Q2 | $1.8M | Buy |
+47,740
| New | +$1.8M | 0.18% | 167 |
|