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Calton & Associates’s Invesco IVZ Stock Holding History

Calton & Associates’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,290
Closed -$233K – 347
2018
Q1 		$233K Sell
7,290
-723
-9% -$23.1K 0.07% 295
2017
Q4 		$301K Buy
+8,013
New +$301K 0.08% 243