Clarus Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-231
| Closed | -$5K | – | 355 |
|
|
2019
Q2 | $5K | Buy |
231
+3
| +1% | +$65 | ﹤0.01% | 491 |
|
|
2019
Q1 | $4K | Buy |
228
+4
| +2% | +$70 | ﹤0.01% | 604 |
|
|
2018
Q4 | $4K | Buy |
224
+3
| +1% | +$54 | 0.01% | 599 |
|
|
2018
Q3 | $5K | Buy |
221
+5
| +2% | +$113 | ﹤0.01% | 611 |
|
|
2018
Q2 | $7K | Buy |
+216
| New | +$7K | 0.01% | 579 |
|