VALUEWORKS LLC IVZ Holdings History
VALUEWORKS LLC's Invesco Ltd Holding Summary
As of 2025-03-31, VALUEWORKS LLC held 99,826.00 shares of Invesco Ltd(IVZ), totaling $1.51 Mil. This investment constitutes 0.57% of their stock portfolio, and VALUEWORKS LLC now holds 0.02% of the outstanding Invesco Ltd(IVZ) stock.
The initial trade took place in 2018Q3. And since then VALUEWORKS LLC has made 7 purchases of IVZ, at an average price of $20.64, for a total of 414,594.00 shares. In addition, there have been 17 sales at an average price of $16.67 for 314,768.00 shares. Based on historical transaction data and IVZ's current price of $15.77, VALUEWORKS LLC's estimated gain on his IVZ holdings is $-1.73 Mil, reflecting a -20.27% gain to date.
VALUEWORKS LLC IVZ ($15.77) Holding Chart
VALUEWORKS LLC IVZ ($15.77) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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