Centaurus Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-45,997
| Closed | -$525K | – | 786 |
|
|
2020
Q3 | $525K | Buy |
45,997
+24,097
| +110% | +$275K | 0.07% | 269 |
|
|
2020
Q2 | $236K | Buy |
+21,900
| New | +$236K | 0.03% | 386 |
|
|
2018
Q3 | – | Sell |
-412
| Closed | -$11K | – | 1293 |
|
|
2018
Q2 | $11K | Buy |
+412
| New | +$11K | ﹤0.01% | 1517 |
|