CW
Connectus Wealth’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-66,159
| Closed | -$961K | – | 522 |
|
|
2023
Q3 | $961K | Buy |
+66,159
| New | +$961K | 0.02% | 315 |
|
|
2022
Q2 | – | Sell |
-41,008
| Closed | -$944K | – | 456 |
|
|
2022
Q1 | $944K | Sell |
41,008
-465
| -1% | -$10.7K | 0.03% | 255 |
|
|
2021
Q4 | $955K | Buy |
+41,473
| New | +$955K | 0.04% | 223 |
|