Anchor Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-200
| Closed | -$5.04K | – | 972 |
|
|
2021
Q1 | $5.04K | Sell |
200
-200
| -50% | -$5.04K | ﹤0.01% | 780 |
|
|
2020
Q4 | $6.97K | Sell |
400
-300
| -43% | -$5.23K | ﹤0.01% | 712 |
|
|
2020
Q3 | $7.99K | Hold |
700
| – | – | ﹤0.01% | 685 |
|
|
2020
Q2 | $7.53K | Sell |
700
-1,265
| -64% | -$13.6K | ﹤0.01% | 662 |
|
|
2020
Q1 | $17.8K | Buy |
1,965
+11
| +0.6% | +$100 | ﹤0.01% | 553 |
|
|
2019
Q4 | $35.1K | Buy |
1,954
+10
| +0.5% | +$180 | 0.01% | 508 |
|
|
2019
Q3 | $32.9K | Buy |
1,944
+11
| +0.6% | +$186 | 0.01% | 506 |
|
|
2019
Q2 | $39.6K | Sell |
1,933
-106
| -5% | -$2.17K | 0.01% | 488 |
|
|
2019
Q1 | $39.4K | Buy |
2,039
+9
| +0.4% | +$174 | 0.01% | 478 |
|
|
2018
Q4 | $34K | Buy |
2,030
+110
| +6% | +$1.84K | 0.01% | 488 |
|
|
2018
Q3 | $43.9K | Buy |
1,920
+607
| +46% | +$13.9K | 0.01% | 495 |
|
|
2018
Q2 | $34.9K | Buy |
1,313
+705
| +116% | +$18.7K | 0.01% | 528 |
|
|
2018
Q1 | $19.5K | Sell |
608
-249
| -29% | -$7.97K | 0.01% | 571 |
|
|
2017
Q4 | $31.3K | Buy |
857
+1
| +0.1% | +$37 | 0.01% | 518 |
|
|
2017
Q3 | $30K | Sell |
856
-558
| -39% | -$19.6K | 0.01% | 512 |
|
|
2017
Q2 | $49.7K | Sell |
1,414
-596
| -30% | -$21K | 0.02% | 402 |
|
|
2017
Q1 | $61.6K | Sell |
2,010
-1,097
| -35% | -$33.6K | 0.02% | 373 |
|
|
2016
Q4 | $94.3K | Sell |
3,107
-917
| -23% | -$27.8K | 0.04% | 315 |
|
|
2016
Q3 | $126K | Sell |
4,024
-643
| -14% | -$20.1K | 0.05% | 269 |
|
|
2016
Q2 | $119K | Buy |
4,667
+6
| +0.1% | +$153 | 0.05% | 272 |
|
|
2016
Q1 | $143K | Buy |
+4,661
| New | +$143K | 0.06% | 242 |
|