Churchill Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-519,024
| Closed | -$9.26M | – | 161 |
|
|
2023
Q4 | $9.26M | Buy |
+519,024
| New | +$9.26M | 0.14% | 61 |
|
|
2019
Q3 | – | Sell |
-726,242
| Closed | -$14.9M | – | 111 |
|
|
2019
Q2 | $14.9M | Buy |
+726,242
| New | +$14.9M | 0.4% | 36 |
|
|
2015
Q1 | – | Sell |
-76,431
| Closed | -$3.02M | – | 184 |
|
|
2014
Q4 | $3.02M | Sell |
76,431
-2,656
| -3% | -$105K | 0.12% | 102 |
|
|
2014
Q3 | $3.12M | Sell |
79,087
-4,208
| -5% | -$166K | 0.13% | 90 |
|
|
2014
Q2 | $3.14M | Sell |
83,295
-2,672
| -3% | -$101K | 0.14% | 82 |
|
|
2014
Q1 | $3.18M | Buy |
85,967
+70,904
| +471% | +$2.62M | 0.13% | 84 |
|
|
2013
Q4 | $548K | Buy |
+15,063
| New | +$548K | 0.02% | 146 |
|