Centerpoint Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-20
| Closed | – | – | 515 |
|
2023
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 593 |
|
2023
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 592 |
|
2023
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 605 |
|
2018
Q3 | – | Sell |
-63
| Closed | -$2K | – | 303 |
|
2018
Q2 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 307 |
|