Adell Harriman & Carpenter’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $889K | Buy |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.45M | Sell |
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|
2018
Q1 | $2.15M | Buy |
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|
2017
Q4 | $2.11M | Buy |
|
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|
2017
Q3 | $1.86M | Buy |
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|
2017
Q2 | $1.67M | Buy |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $938K | Buy |
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|
2016
Q3 | $910K | Buy |
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|
2016
Q2 | $674K | Buy |
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|
2016
Q1 | $772K | Sell |
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|
2015
Q4 | $850K | Buy |
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|
2015
Q3 | $543K | Sell |
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|
2015
Q2 | $1.08M | Buy |
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|
2015
Q1 | $1.07M | Buy |
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|
2014
Q4 | $869K | Sell |
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|
2014
Q3 | $872K | Hold |
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|
2014
Q2 | $872K | Buy |
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|
2014
Q1 | $836K | Buy |
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|
2013
Q4 | $808K | Buy |
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|
2013
Q3 | $705K | Buy |
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