Berman Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $148K | Sell |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $144K | Buy |
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|
2020
Q4 | $94K | Buy |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $41K | Buy |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $8K | Buy |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $25K | Buy |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | $10K | Buy |
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