Bartlett & Co’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-163
| Closed | -$2K | – | 1171 |
|
|
2020
Q3 | $2K | Hold |
163
| – | – | ﹤0.01% | 787 |
|
|
2020
Q2 | $2K | Hold |
163
| – | – | ﹤0.01% | 788 |
|
|
2020
Q1 | $1K | Buy |
+163
| New | +$1K | ﹤0.01% | 806 |
|
|
2019
Q3 | $16K | Buy |
+963
| New | +$16K | ﹤0.01% | 684 |
|
|
2018
Q4 | – | Sell |
-24
| Closed | -$1K | – | 687 |
|
|
2018
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 677 |
|
|
2018
Q2 | – | Sell |
-626
| Closed | -$20K | – | 723 |
|
|
2018
Q1 | $20K | Buy |
+626
| New | +$20K | ﹤0.01% | 537 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$2K | – | 734 |
|
|
2013
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 738 |
|