AlphaSimPlex Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,738
| Closed | -$201K | – | 108 |
|
|
2021
Q4 | $201K | Sell |
8,738
-15,696
| -64% | -$361K | 0.34% | 138 |
|
|
2021
Q3 | $589K | Hold |
24,434
| – | – | 0.49% | 70 |
|
|
2021
Q2 | $653K | Sell |
24,434
-3,502
| -13% | -$93.6K | 0.33% | 137 |
|
|
2021
Q1 | $705K | Sell |
27,936
-10,234
| -27% | -$258K | 0.29% | 167 |
|
|
2020
Q4 | $665K | Buy |
+38,170
| New | +$665K | 0.23% | 203 |
|