Ashton Thomas Private Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-241
| Closed | -$3.61K | – | 1235 |
|
|
2024
Q2 | $3.61K | Buy |
+241
| New | +$3.61K | ﹤0.01% | 1631 |
|
|
2020
Q1 | – | Sell |
-86,434
| Closed | -$1.55M | – | 228 |
|
|
2019
Q4 | $1.55M | Buy |
86,434
+504
| +0.6% | +$9.06K | 0.51% | 54 |
|
|
2019
Q3 | $1.46M | Sell |
85,930
-20,375
| -19% | -$345K | 0.61% | 41 |
|
|
2019
Q2 | $2.17M | Buy |
106,305
+16,376
| +18% | +$335K | 0.84% | 32 |
|
|
2019
Q1 | $1.74M | Buy |
+89,929
| New | +$1.74M | 0.71% | 33 |
|