UMB Bank’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Buy |
2,623
+824
| +46% | +$13K | ﹤0.01% | 1180 |
|
|
2025
Q1 | $27.3K | Buy |
1,799
+29
| +2% | +$440 | ﹤0.01% | 1252 |
|
|
2024
Q4 | $30.9K | Buy |
1,770
+280
| +19% | +$4.89K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $26.2K | Hold |
1,490
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q2 | $22.3K | Buy |
1,490
+897
| +151% | +$13.4K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $9.84K | Buy |
593
+18
| +3% | +$299 | ﹤0.01% | 1279 |
|
|
2023
Q4 | $10.3K | Hold |
575
| – | – | ﹤0.01% | 1282 |
|
|
2023
Q3 | $8.35K | Hold |
575
| – | – | ﹤0.01% | 1322 |
|
|
2023
Q2 | $9.67K | Hold |
575
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q1 | $9.43K | Hold |
575
| – | – | ﹤0.01% | 1307 |
|
|
2022
Q4 | $10K | Hold |
575
| – | – | ﹤0.01% | 1306 |
|
|
2022
Q3 | $8K | Buy |
575
+95
| +20% | +$1.32K | ﹤0.01% | 1370 |
|
|
2022
Q2 | $8K | Hold |
480
| – | – | ﹤0.01% | 1454 |
|
|
2022
Q1 | $11K | Hold |
480
| – | – | ﹤0.01% | 1459 |
|
|
2021
Q4 | $11K | Buy |
+480
| New | +$11K | ﹤0.01% | 1426 |
|