Capstone Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $955K | Buy |
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|
2016
Q4 | $926K | Sell |
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|
2016
Q3 | $1.01M | Sell |
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|
2016
Q2 | $858K | Sell |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $1.33M | Buy |
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|
2015
Q3 | $1.17M | Buy |
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|
2015
Q2 | $1.38M | Buy |
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|
2015
Q1 | $1.33M | Buy |
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|
2014
Q4 | $1.09M | Sell |
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|
2014
Q3 | $1.21M | Buy |
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|
2014
Q2 | $1.13M | Sell |
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|
2014
Q1 | $1.35M | Sell |
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|
2013
Q4 | $1.63M | Sell |
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|
2013
Q3 | $2.2M | Sell |
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|
2013
Q2 | $2.23M | Buy |
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