CoreFirst Bank & Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$336 | – | 401 |
|
|
2023
Q2 | $336 | Sell |
20
-21
| -51% | -$353 | ﹤0.01% | 356 |
|
|
2023
Q1 | $672 | Hold |
41
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $738 | Hold |
41
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 382 |
|
|
2022
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 387 |
|
|
2021
Q4 | $1K | Hold |
41
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 439 |
|
|
2021
Q2 | $1K | Hold |
41
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 441 |
|
|
2020
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 422 |
|