Core Wealth Advisors’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-300
Closed -$8K 200
2021
Q2
$8K Hold
300
0.01% 136
2021
Q1
$8K Hold
300
0.01% 122
2020
Q4
$5K Buy
+300
New +$5K ﹤0.01% 139