Glassman Wealth Services Invesco Ltd. Transaction History

Glassman Wealth Services

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$12.52 - $18.07 $863 - $1,246	69 Added 36.9%	256 $4,000
Q4 2022 Feb 06, 2023	SELL	$13.72 - $19.77 $2,291 - $3,301	-167 Reduced 47.18%	187 $3,000
Q3 2022 Nov 09, 2022	SELL	$13.7 - $19.07 $698 - $972	-51 Reduced 12.59%	354 $5,000
Q2 2022 Aug 04, 2022	BUY	$15.93 - $23.31 $6,451 - $9,440	405 New	405 $7,000
Q1 2022 Apr 14, 2022	SELL	$18.64 - $24.89 $5,349 - $7,143	-287 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$21.76 - $26.53 $3,220 - $3,926	148 Added 106.47%	287 $7,000
Q3 2021 Nov 10, 2021	BUY	$23.42 - $26.95 $3,255 - $3,746	139 New	139 $3,000
Q2 2020 Aug 06, 2020	SELL	$6.7 - $11.55 $1,614 - $2,783	-241 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$7.61 - $18.89 $1,415 - $3,513	186 Added 338.18%	241 $2,000
Q4 2019 Feb 07, 2020	BUY	$15.35 - $18.43 $245 - $294	16 Added 41.03%	55 $1,000
Q3 2019 Nov 01, 2019	SELL	$15.2 - $20.97 $8,876 - $12,246	-584 Reduced 93.74%	39 $1,000
Q2 2019 Aug 08, 2019	BUY	$19.54 - $21.97 $2,872 - $3,229	147 Added 30.88%	623 $13,000
Q1 2019 May 10, 2019	BUY	$16.43 - $20.24 $197 - $242	12 Added 2.59%	476 $9,000
Q3 2018 Nov 13, 2018	SELL	$22.88 - $27.36 $137 - $164	-6 Reduced 1.28%	464 $11,000
Q2 2018 Aug 09, 2018	SELL	$26.51 - $31.78 $821 - $985	-31 Reduced 6.19%	470 $12,000
Q1 2018 May 01, 2018	BUY	$30.72 - $38.4 $14,254 - $17,817	464 Added 1254.05%	501 $16,000
Q2 2017 Aug 09, 2017	BUY	N/A	37	37 $1,000

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...

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