Buckley Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-41,765
| Closed | -$674K | – | 127 |
|
|
2022
Q2 | $674K | Buy |
41,765
+2,630
| +7% | +$42.4K | 0.22% | 83 |
|
|
2022
Q1 | $902K | Buy |
39,135
+5,545
| +17% | +$128K | 0.24% | 80 |
|
|
2021
Q4 | $773K | Buy |
33,590
+3,250
| +11% | +$74.8K | 0.23% | 77 |
|
|
2021
Q3 | $731K | Buy |
30,340
+1,015
| +3% | +$24.5K | 0.24% | 71 |
|
|
2021
Q2 | $784K | Buy |
+29,325
| New | +$784K | 0.27% | 66 |
|