BerganKDV Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-460
| Closed | -$7.54K | – | 974 |
|
|
2023
Q1 | $7.54K | Hold |
460
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $8.28K | Hold |
460
| – | – | ﹤0.01% | 605 |
|
|
2022
Q3 | $6K | Hold |
460
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $7K | Hold |
460
| – | – | ﹤0.01% | 642 |
|
|
2022
Q1 | $11K | Sell |
460
-20
| -4% | -$478 | ﹤0.01% | 599 |
|
|
2021
Q4 | $11K | Buy |
480
+20
| +4% | +$458 | ﹤0.01% | 644 |
|
|
2021
Q3 | $11K | Hold |
460
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $12K | Buy |
+460
| New | +$12K | ﹤0.01% | 582 |
|
|
2020
Q2 | – | Sell |
-97
| Closed | -$1K | – | 1023 |
|
|
2020
Q1 | $1K | Sell |
97
-518
| -84% | -$5.34K | ﹤0.01% | 836 |
|
|
2019
Q4 | $11K | Buy |
+615
| New | +$11K | ﹤0.01% | 517 |
|
|
2019
Q3 | – | Sell |
-64
| Closed | -$1K | – | 722 |
|
|
2019
Q2 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 704 |
|
|
2018
Q4 | – | Sell |
-105
| Closed | -$2K | – | 711 |
|
|
2018
Q3 | $2K | Hold |
105
| – | – | ﹤0.01% | 585 |
|
|
2018
Q2 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 587 |
|