Disciplined Investments, LLC Invesco Ltd. Transaction History

Disciplined Investments, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$14.38 - $17.47 $172 - $209	12 Added 16.67%	84 $1,000
Q1 2023 May 10, 2023	SELL	$15.04 - $20.21 $225 - $303	-15 Reduced 17.24%	72 $1,000
Q4 2022 Feb 01, 2023	SELL	$13.72 - $19.77 $41 - $59	-3 Reduced 3.33%	87 $1,000
Q3 2022 Nov 03, 2022	BUY	$13.7 - $19.07 $575 - $800	42 Added 87.5%	90 $1,000
Q2 2022 Aug 09, 2022	SELL	$15.93 - $23.31 $350 - $512	-22 Reduced 31.43%	48 $1,000
Q1 2022 Apr 22, 2022	BUY	$18.64 - $24.89 $1,304 - $1,742	70 New	70 $2,000

538

301M

2.43M

3.84M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.18B
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...

Get notified when there are updates to the investment portfolio of Disciplined Investments, LLC, based on Form 13F filings with the SEC.

Stay updated on Disciplined Investments, LLC with notifications on news.