Atlas Private Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-341
| Closed | -$8K | – | 431 |
|
|
2021
Q3 | $8K | Buy |
341
+41
| +14% | +$962 | ﹤0.01% | 501 |
|
|
2021
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 523 |
|
|
2020
Q4 | $5K | Hold |
300
| – | – | ﹤0.01% | 525 |
|
|
2020
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 529 |
|
|
2020
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 561 |
|