Carolina Wealth Advisors’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 |
-11,327
| Closed | -$183K | – | 277 |
|
|
2022
Q2 | $183K | Buy |
11,327
+1,874
| +20% | +$30.3K | 0.12% | 85 |
|
|
2022
Q1 | $218K | Buy |
9,453
+831
| +10% | +$19.2K | 0.14% | 79 |
|
|
2021
Q4 | $198K | Buy |
8,622
+1,948
| +29% | +$44.7K | 0.11% | 84 |
|
|
2021
Q3 | $161K | Buy |
6,674
+1,158
| +21% | +$27.9K | 0.11% | 80 |
|
|
2021
Q2 | $147K | Buy |
5,516
+1,225
| +29% | +$32.6K | 0.1% | 74 |
|
|
2021
Q1 | $108K | Buy |
+4,291
| New | +$108K | 0.08% | 77 |
|