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Clifford Swan Investment Counsel’s Invesco IVZ Stock Holding History

Clifford Swan Investment Counsel’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,485
Closed -$208K – 317
2018
Q1 		$208K Hold
6,485
– – 0.01% 296
2017
Q4 		$237K Hold
6,485
– – 0.01% 283
2017
Q3 		$227K Hold
6,485
– – 0.01% 289
2017
Q2 		$228K Buy
+6,485
New +$228K 0.01% 294