Alpha Omega Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $304K | Sell |
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|
2020
Q3 | $256K | Buy |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $2.14M | Buy |
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|
2019
Q4 | $3.1M | Sell |
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|
2019
Q3 | $3.54M | Buy |
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|
2019
Q2 | $2.67M | Buy |
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|
2019
Q1 | $2.46M | Buy |
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|
2018
Q4 | $1.71M | Sell |
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|
2018
Q3 | $3.38M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
|