Concord Wealth Partners Invesco Ltd. Transaction History

Concord Wealth Partners

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 30, 2024	SELL	$12.52 - $18.07 $5,258 - $7,589	-420 Reduced 80.46%	102 $1,000
Q4 2023 Feb 05, 2024	SELL	$12.52 - $18.07 $5,258 - $7,589	-420 Reduced 80.46%	102 $1,000
Q3 2023 Apr 30, 2024	BUY	$14.09 - $18.4 $5,917 - $7,727	420 Added 411.76%	522 $7,000
Q3 2023 Oct 25, 2023	SELL	$14.09 - $18.4 $1,056 - $1,380	-75 Reduced 12.56%	522 $7,000
Q2 2023 Aug 07, 2023	BUY	$14.38 - $17.47 $6,053 - $7,354	421 Added 239.2%	597 $10,000
Q1 2023 Apr 26, 2023	SELL	$15.04 - $20.21 $7,023 - $9,438	-467 Reduced 72.63%	176 $2,000
Q4 2022 Jan 27, 2023	BUY	$13.72 - $19.77 $8,821 - $12,712	643 New	643 $11,000
Q2 2022 Aug 04, 2022	SELL	$15.93 - $23.31 $1,736 - $2,540	-109 Reduced 5.62%	1,831 $30,000
Q1 2022 Apr 20, 2022	SELL	$18.64 - $24.89 $242 - $323	-13 Reduced 0.67%	1,940 $45,000
Q4 2021 Jan 21, 2022	BUY	$21.76 - $26.53 $18,300 - $22,311	841 Added 75.63%	1,953 $45,000
Q3 2021 Nov 09, 2021	BUY	$23.42 - $26.95 $18,759 - $21,586	801 Added 257.56%	1,112 $27,000
Q2 2021 Jul 29, 2021	BUY	$25.69 - $29.33 $2,543 - $2,903	99 Added 46.7%	311 $8,000
Q1 2021 May 13, 2021	BUY	$16.95 - $26.0 $3,593 - $5,512	212 New	212 $5,000

532

301M

2.43M

3.84M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $7.9B
Description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...

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