Burt Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-110
| Closed | -$3K | – | 376 |
|
|
2018
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 343 |
|
|
2018
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 331 |
|
|
2018
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 326 |
|
|
2017
Q4 | $4K | Buy |
+110
| New | +$4K | ﹤0.01% | 315 |
|
|
2016
Q1 | – | Sell |
-195
| Closed | -$6K | – | 697 |
|
|
2015
Q4 | $6K | Buy |
+195
| New | +$6K | ﹤0.01% | 343 |
|