Coastline Trust’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-28,820
Closed -$659K 317
2018
Q3
$659K Hold
28,820
0.09% 240
2018
Q2
$765K Hold
28,820
0.12% 219
2018
Q1
$923K Hold
28,820
0.14% 199
2017
Q4
$1.05M Buy
+28,820
New +$1.05M 0.16% 182