Avantax Planning Partners’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,383
Closed -$32K 740
2018
Q3
$32K Buy
+1,383
New +$32K ﹤0.01% 587
2018
Q2
Sell
-1,467
Closed -$47K 837
2018
Q1
$47K Buy
+1,467
New +$47K ﹤0.01% 543