Y-Intercept (HK)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.98M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $252K | Sell |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $565K | Buy |
|