Venture Visionary Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
25,569
-103,530
| -80% | -$1.63M | 0.02% | 434 |
|
|
2025
Q1 | $1.96M | Buy |
129,099
+7,829
| +6% | +$119K | 0.08% | 192 |
|
|
2024
Q4 | $2.12M | Buy |
121,270
+25,847
| +27% | +$452K | 0.09% | 180 |
|
|
2024
Q3 | $1.68M | Buy |
95,423
+3,949
| +4% | +$69.3K | 0.07% | 216 |
|
|
2024
Q2 | $1.37M | Buy |
91,474
+8,365
| +10% | +$125K | 0.06% | 238 |
|
|
2024
Q1 | $1.38M | Buy |
+83,109
| New | +$1.38M | 0.07% | 232 |
|
|
2022
Q3 | – | Sell |
-296
| Closed | -$4.77K | – | 1002 |
|
|
2022
Q2 | $4.77K | Buy |
+296
| New | +$4.77K | ﹤0.01% | 1411 |
|