Carroll Financial Associates’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $0 | Sell |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $93K | Sell |
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|
2021
Q1 | $88K | Sell |
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|
2020
Q4 | $157K | Buy |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3K | Sell |
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|
2017
Q3 | $5K | Sell |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $8K | Buy |
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|
2016
Q3 | $4K | Sell |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $5K | Buy |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Buy |
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