Wealthcare Advisory 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 | $615K | Buy |
38,981
+1,882
| +5% | +$29.7K | 0.01% | 598 |
|
|
2025
Q1 | $563K | Buy |
37,099
+2,564
| +7% | +$38.9K | 0.02% | 568 |
|
|
2024
Q4 | $604K | Sell |
34,535
-603
| -2% | -$10.5K | 0.02% | 528 |
|
|
2024
Q3 | $617K | Sell |
35,138
-1,851
| -5% | -$32.5K | 0.02% | 526 |
|
|
2024
Q2 | $553K | Sell |
36,989
-1,295
| -3% | -$19.4K | 0.02% | 512 |
|
|
2024
Q1 | $635K | Buy |
38,284
+3,327
| +10% | +$55.2K | 0.02% | 493 |
|
|
2023
Q4 | $624K | Buy |
34,957
+4,799
| +16% | +$85.6K | 0.02% | 438 |
|
|
2023
Q3 | $438K | Buy |
30,158
+351
| +1% | +$5.1K | 0.02% | 465 |
|
|
2023
Q2 | $501K | Buy |
29,807
+965
| +3% | +$16.2K | 0.02% | 449 |
|
|
2023
Q1 | $473K | Buy |
28,842
+347
| +1% | +$5.69K | 0.02% | 468 |
|
|
2022
Q4 | $513K | Sell |
28,495
-1,972
| -6% | -$35.5K | 0.02% | 415 |
|
|
2022
Q3 | $417K | Sell |
30,467
-11,100
| -27% | -$152K | 0.02% | 407 |
|
|
2022
Q2 | $670K | Sell |
41,567
-3,955
| -9% | -$63.7K | 0.04% | 268 |
|
|
2022
Q1 | $1.05M | Sell |
45,522
-398
| -0.9% | -$9.18K | 0.06% | 187 |
|
|
2021
Q4 | $1.06M | Hold |
45,920
| – | – | 0.06% | 190 |
|
|
2021
Q3 | $1.11M | Sell |
45,920
-1,538
| -3% | -$37.1K | 0.07% | 177 |
|
|
2021
Q2 | $1.27M | Buy |
47,458
+2,112
| +5% | +$56.5K | 0.08% | 157 |
|
|
2021
Q1 | $1.14M | Buy |
+45,346
| New | +$1.14M | 0.08% | 159 |
|
|
2019
Q4 | – | Sell |
-1,225
| Closed | -$21K | – | 1411 |
|
|
2019
Q3 | $21K | Buy |
1,225
+725
| +145% | +$12.4K | ﹤0.01% | 741 |
|
|
2019
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 901 |
|
|
2019
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 813 |
|
|
2018
Q4 | $8K | Sell |
500
-220
| -31% | -$3.52K | ﹤0.01% | 838 |
|
|
2018
Q3 | $16K | Buy |
720
+701
| +3,689% | +$15.6K | ﹤0.01% | 733 |
|
|
2018
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1179 |
|