CSat Investment Advisory’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $83K | Sell |
3,304
-1,566
| -32% | -$39.3K | 0.07% | 104 |
|
|
2020
Q4 | $85K | Sell |
4,870
-6,807
| -58% | -$119K | 0.08% | 88 |
|
|
2020
Q3 | $133K | Sell |
11,677
-327
| -3% | -$3.73K | 0.01% | 365 |
|
|
2020
Q2 | $130K | Buy |
12,004
+8,342
| +228% | +$90.3K | 0.02% | 391 |
|
|
2020
Q1 | $33K | Sell |
3,662
-42
| -1% | -$378 | 0.01% | 632 |
|
|
2019
Q4 | $66K | Buy |
3,704
+78
| +2% | +$1.39K | 0.02% | 513 |
|
|
2019
Q3 | $62K | Buy |
3,626
+1,252
| +53% | +$21.4K | 0.02% | 431 |
|
|
2019
Q2 | $49K | Buy |
2,374
+279
| +13% | +$5.76K | 0.02% | 534 |
|
|
2019
Q1 | $40K | Sell |
2,095
-8
| -0.4% | -$153 | 0.02% | 184 |
|
|
2018
Q4 | $35K | Buy |
2,103
+1,231
| +141% | +$20.5K | 0.02% | 177 |
|
|
2018
Q3 | $20K | Buy |
872
+333
| +62% | +$7.64K | 0.01% | 223 |
|
|
2018
Q2 | $14K | Buy |
+539
| New | +$14K | 0.01% | 266 |
|