Bogart Wealth LLC’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 |
-46
| Closed | -$754 | – | 1086 |
|
|
2023
Q1 | $754 | Hold |
46
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q4 | $828 | Hold |
46
| – | – | ﹤0.01% | 875 |
|
|
2022
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 906 |
|
|
2022
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 839 |
|
|
2022
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 738 |
|
|
2021
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 711 |
|
|
2021
Q3 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 686 |
|