Choate Investment Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-433
| Closed | -$14.5K | – | 267 |
|
|
2015
Q4 | $14.5K | Hold |
433
| – | – | ﹤0.01% | 257 |
|
|
2015
Q3 | $13.5K | Hold |
433
| – | – | ﹤0.01% | 245 |
|
|
2015
Q2 | $16.2K | Hold |
433
| – | – | ﹤0.01% | 241 |
|
|
2015
Q1 | $17.2K | Hold |
433
| – | – | ﹤0.01% | 251 |
|
|
2014
Q4 | $17.1K | Buy |
+433
| New | +$17.1K | ﹤0.01% | 262 |
|
|
2014
Q3 | – | Sell |
-433
| Closed | -$78.5K | – | 282 |
|
|
2014
Q2 | $78.5K | Buy |
+433
| New | +$78.5K | ﹤0.01% | 267 |
|