Visionary Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,496
| Closed | -$205K | – | 490 |
|
|
2023
Q4 | $205K | Sell |
11,496
-498
| -4% | -$8.89K | 0.02% | 458 |
|
|
2023
Q3 | $174K | Sell |
11,994
-2,298
| -16% | -$33.4K | 0.01% | 429 |
|
|
2023
Q2 | $240K | Sell |
14,292
-278
| -2% | -$4.67K | 0.02% | 402 |
|
|
2023
Q1 | $239K | Hold |
14,570
| – | – | 0.02% | 390 |
|
|
2022
Q4 | $262K | Sell |
14,570
-2,200
| -13% | -$39.6K | 0.02% | 351 |
|
|
2022
Q3 | $230K | Sell |
16,770
-98
| -0.6% | -$1.34K | 0.02% | 345 |
|
|
2022
Q2 | $272K | Sell |
16,868
-998
| -6% | -$16.1K | 0.02% | 342 |
|
|
2022
Q1 | $412K | Buy |
17,866
+866
| +5% | +$20K | 0.03% | 282 |
|
|
2021
Q4 | $391K | Buy |
17,000
+900
| +6% | +$20.7K | 0.03% | 260 |
|
|
2021
Q3 | $388K | Buy |
+16,100
| New | +$388K | 0.04% | 217 |
|