United Capital Financial Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $209K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $159K | Sell |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $228K | Buy |
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|
2024
Q2 | $193K | Sell |
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|
2024
Q1 | $221K | Sell |
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $350K | Buy |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $322K | Sell |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $822K | Sell |
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|
2021
Q4 | $895K | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.69M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $939K | Buy |
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|
2020
Q1 | $526K | Buy |
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|
2019
Q4 | $930K | Buy |
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|
2019
Q3 | $780K | Sell |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $946K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.19M | Buy |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $1.84M | Sell |
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|
2017
Q3 | $1.8M | Buy |
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|
2017
Q2 | $225K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4.5M | Buy |
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