Berman Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $148K | Sell |
6,175
-458
| -7% | -$11K | 0.02% | 335 |
|
|
2021
Q2 | $177K | Buy |
6,633
+900
| +16% | +$24K | 0.03% | 259 |
|
|
2021
Q1 | $144K | Buy |
5,733
+339
| +6% | +$8.52K | 0.03% | 234 |
|
|
2020
Q4 | $94K | Buy |
5,394
+325
| +6% | +$5.66K | 0.02% | 259 |
|
|
2020
Q3 | $57K | Buy |
5,069
+1,147
| +29% | +$12.9K | 0.02% | 314 |
|
|
2020
Q2 | $41K | Buy |
3,922
+758
| +24% | +$7.92K | 0.01% | 369 |
|
|
2020
Q1 | $27K | Buy |
3,164
+2,711
| +598% | +$23.1K | 0.01% | 423 |
|
|
2019
Q4 | $8K | Buy |
453
+63
| +16% | +$1.11K | ﹤0.01% | 831 |
|
|
2019
Q3 | $6K | Sell |
390
-839
| -68% | -$12.9K | ﹤0.01% | 895 |
|
|
2019
Q2 | $25K | Buy |
1,229
+389
| +46% | +$7.91K | 0.01% | 453 |
|
|
2019
Q1 | $16K | Buy |
840
+193
| +30% | +$3.68K | 0.01% | 509 |
|
|
2018
Q4 | $10K | Buy |
+647
| New | +$10K | ﹤0.01% | 508 |
|