CWM
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Catamount Wealth Management’s Invesco IVZ Stock Holding History

Catamount Wealth Management’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
-4,000
Closed -$128K – 195
2018
Q1 		$128K Sell
4,000
-699
-15% -$22.4K 0.07% 48
2017
Q4 		$172K Buy
+4,699
New +$172K 0.1% 44