Wolverine Trading’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 1819 |
|
|
2025
Q1 | – | Sell |
-30,426
| Closed | -$532K | – | 1882 |
|
|
2024
Q4 | $532K | Sell |
30,426
-2,609
| -8% | -$45.6K | ﹤0.01% | 798 |
|
|
2024
Q3 | $583K | Buy |
33,035
+14,505
| +78% | +$256K | ﹤0.01% | 607 |
|
|
2024
Q2 | $277K | Sell |
18,530
-6,672
| -26% | -$99.8K | ﹤0.01% | 895 |
|
|
2024
Q1 | $418K | Buy |
25,202
+634
| +3% | +$10.5K | ﹤0.01% | 692 |
|
|
2023
Q4 | $438K | Buy |
24,568
+3,536
| +17% | +$63.1K | ﹤0.01% | 745 |
|
|
2023
Q3 | $305K | Buy |
+21,032
| New | +$305K | ﹤0.01% | 758 |
|
|
2023
Q2 | – | Sell |
-33,847
| Closed | -$545K | – | 1602 |
|
|
2023
Q1 | $545K | Buy |
33,847
+15,491
| +84% | +$249K | ﹤0.01% | 473 |
|
|
2022
Q4 | $330K | Sell |
18,356
-14,694
| -44% | -$264K | ﹤0.01% | 583 |
|
|
2022
Q3 | $467K | Buy |
33,050
+15,069
| +84% | +$213K | ﹤0.01% | 549 |
|
|
2022
Q2 | $296K | Buy |
+17,981
| New | +$296K | ﹤0.01% | 723 |
|
|
2022
Q1 | – | Sell |
-16,895
| Closed | -$392K | – | 2061 |
|
|
2021
Q4 | $392K | Buy |
16,895
+8,083
| +92% | +$188K | ﹤0.01% | 980 |
|
|
2021
Q3 | $217K | Sell |
8,812
-1,088
| -11% | -$26.8K | ﹤0.01% | 1507 |
|
|
2021
Q2 | $263K | Sell |
9,900
-12,930
| -57% | -$343K | ﹤0.01% | 1316 |
|
|
2021
Q1 | $568K | Buy |
+22,830
| New | +$568K | ﹤0.01% | 890 |
|
|
2020
Q4 | – | Sell |
-24,991
| Closed | -$286K | – | 1812 |
|
|
2020
Q3 | $286K | Buy |
24,991
+10,726
| +75% | +$123K | ﹤0.01% | 878 |
|
|
2020
Q2 | $148K | Sell |
14,265
-58,590
| -80% | -$608K | ﹤0.01% | 1055 |
|
|
2020
Q1 | $696K | Sell |
72,855
-91,410
| -56% | -$873K | ﹤0.01% | 512 |
|
|
2019
Q4 | $2.95M | Buy |
164,265
+142,199
| +644% | +$2.55M | 0.01% | 356 |
|
|
2019
Q3 | $376K | Buy |
22,066
+4,809
| +28% | +$81.9K | ﹤0.01% | 764 |
|
|
2019
Q2 | $353K | Sell |
17,257
-45,101
| -72% | -$923K | ﹤0.01% | 741 |
|
|
2019
Q1 | $1.2M | Sell |
62,358
-69,536
| -53% | -$1.34M | ﹤0.01% | 312 |
|
|
2018
Q4 | $2.18M | Buy |
131,894
+49,398
| +60% | +$818K | 0.01% | 233 |
|
|
2018
Q3 | $1.89M | Buy |
+82,496
| New | +$1.89M | ﹤0.01% | 312 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1657 |
|
|
2018
Q1 | – | Sell |
-21,603
| Closed | -$789K | – | 1783 |
|
|
2017
Q4 | $789K | Buy |
+21,603
| New | +$789K | ﹤0.01% | 687 |
|
|
2017
Q3 | – | Sell |
-22,058
| Closed | -$772K | – | 1609 |
|
|
2017
Q2 | $772K | Buy |
+22,058
| New | +$772K | ﹤0.01% | 442 |
|
|
2017
Q1 | – | Sell |
-33,766
| Closed | -$1.02M | – | 1613 |
|
|
2016
Q4 | $1.02M | Buy |
+33,766
| New | +$1.02M | 0.01% | 335 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1544 |
|