Alera Investment Advisors’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-113
Closed -$2K 534
2019
Q1
$2K Buy
113
+28
+33% +$496 ﹤0.01% 828
2018
Q4
$1K Buy
+85
New +$1K ﹤0.01% 931