Advantage Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-915
| Closed | -$15K | – | 968 |
|
|
2018
Q4 | $15K | Hold |
915
| – | – | 0.01% | 566 |
|
|
2018
Q3 | $21K | Sell |
915
-831
| -48% | -$19.1K | 0.01% | 569 |
|
|
2018
Q2 | $46K | Hold |
1,746
| – | – | 0.03% | 379 |
|
|
2018
Q1 | $56K | Hold |
1,746
| – | – | 0.02% | 363 |
|
|
2017
Q4 | $64K | Sell |
1,746
-44
| -2% | -$1.61K | 0.02% | 359 |
|
|
2017
Q3 | $63K | Sell |
1,790
-153
| -8% | -$5.39K | 0.02% | 351 |
|
|
2017
Q2 | $68K | Buy |
1,943
+185
| +11% | +$6.48K | 0.02% | 298 |
|
|
2017
Q1 | $54K | Buy |
+1,758
| New | +$54K | 0.02% | 323 |
|