Aspire Private Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,227
| Closed | -$84K | – | 317 |
|
|
2020
Q1 | $84K | Sell |
9,227
-129
| -1% | -$1.17K | 0.05% | 131 |
|
|
2019
Q4 | $168K | Sell |
9,356
-237
| -2% | -$4.26K | 0.07% | 120 |
|
|
2019
Q3 | $163K | Sell |
9,593
-296
| -3% | -$5.03K | 0.08% | 112 |
|
|
2019
Q2 | $202K | Buy |
9,889
+3,518
| +55% | +$71.9K | 0.1% | 110 |
|
|
2019
Q1 | $123K | Buy |
6,371
+4
| +0.1% | +$77 | 0.06% | 154 |
|
|
2018
Q4 | $107K | Buy |
+6,367
| New | +$107K | 0.06% | 152 |
|