Balasa Dinverno & Foltz’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 |
-11,873
| Closed | -$274K | – | 350 |
|
|
2022
Q1 | $274K | Buy |
11,873
+2,630
| +28% | +$60.7K | 0.02% | 283 |
|
|
2021
Q4 | $213K | Buy |
9,243
+498
| +6% | +$11.5K | 0.01% | 326 |
|
|
2021
Q3 | $211K | Sell |
8,745
-998
| -10% | -$24.1K | 0.01% | 317 |
|
|
2021
Q2 | $260K | Buy |
9,743
+412
| +4% | +$11K | 0.02% | 282 |
|
|
2021
Q1 | $235K | Buy |
+9,331
| New | +$235K | 0.02% | 277 |
|