AMJ Financial Wealth Management’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 |
-204,881
| Closed | -$4.72M | – | 93 |
|
|
2021
Q4 | $4.72M | Sell |
204,881
-22,260
| -10% | -$512K | 1.7% | 27 |
|
|
2021
Q3 | $5.48M | Buy |
227,141
+26,030
| +13% | +$628K | 2.24% | 20 |
|
|
2021
Q2 | $5.38M | Buy |
201,111
+25,482
| +15% | +$681K | 2.34% | 15 |
|
|
2021
Q1 | $4.43M | Sell |
175,629
-9,585
| -5% | -$242K | 2.14% | 23 |
|
|
2020
Q4 | $3.23M | Buy |
+185,214
| New | +$3.23M | 1.65% | 27 |
|