Acuity Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $409K | Hold |
10,300
| – | – | 0.58% | 61 |
|
|
2014
Q4 | $407K | Buy |
10,300
+3,800
| +58% | +$150K | 0.33% | 74 |
|
|
2014
Q3 | $257K | Hold |
6,500
| – | – | 0.2% | 93 |
|
|
2014
Q2 | $245K | Sell |
6,500
-15,700
| -71% | -$592K | 0.17% | 99 |
|
|
2014
Q1 | $821K | Sell |
22,200
-51,400
| -70% | -$1.9M | 0.45% | 52 |
|
|
2013
Q4 | $2.68M | Sell |
73,600
-46,000
| -38% | -$1.68M | 1.06% | 23 |
|
|
2013
Q3 | $3.81M | Buy |
119,600
+6,700
| +6% | +$213K | 0.52% | 46 |
|
|
2013
Q2 | $3.59M | Buy |
+112,900
| New | +$3.59M | 0.46% | 55 |
|