Boston Private Bank & Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $31K | Hold |
788
| – | – | ﹤0.01% | 652 |
|
|
2014
Q4 | $31K | Hold |
788
| – | – | ﹤0.01% | 665 |
|
|
2014
Q3 | $31K | Hold |
788
| – | – | ﹤0.01% | 683 |
|
|
2014
Q2 | $30K | Hold |
788
| – | – | ﹤0.01% | 668 |
|
|
2014
Q1 | $29K | Sell |
788
-610
| -44% | -$22.4K | ﹤0.01% | 690 |
|
|
2013
Q4 | $51K | Hold |
1,398
| – | – | ﹤0.01% | 582 |
|
|
2013
Q3 | $45K | Sell |
1,398
-335
| -19% | -$10.8K | ﹤0.01% | 574 |
|
|
2013
Q2 | $55K | Buy |
+1,733
| New | +$55K | ﹤0.01% | 533 |
|