Applied Fundamental Research’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-532,508
| Closed | -$12.3M | – | 11 |
|
|
2022
Q1 | $12.3M | Sell |
532,508
-40,342
| -7% | -$930K | 5.53% | 10 |
|
|
2021
Q4 | $13.2M | Sell |
572,850
-50,023
| -8% | -$1.15M | 6.34% | 9 |
|
|
2021
Q3 | $15.8M | Buy |
622,873
+52,295
| +9% | +$1.33M | 8.45% | 6 |
|
|
2021
Q2 | $15.3M | Buy |
570,578
+84,411
| +17% | +$2.26M | 10.25% | 7 |
|
|
2021
Q1 | $12.3M | Sell |
486,167
-67,789
| -12% | -$1.71M | 10.34% | 4 |
|
|
2020
Q4 | $9.65M | Buy |
+553,956
| New | +$9.65M | 9.21% | 6 |
|