Csenge Advisory Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,087
| Closed | -$223K | – | 581 |
|
|
2021
Q3 | $223K | Buy |
+9,087
| New | +$223K | 0.02% | 530 |
|
|
2020
Q2 | – | Sell |
-127,451
| Closed | -$24.3M | – | 397 |
|
|
2020
Q1 | $24.3M | Buy |
+127,451
| New | +$24.3M | 6.38% | 2 |
|
|
2018
Q4 | – | Sell |
-27
| Closed | – | – | 815 |
|
|
2018
Q3 | $0 | Buy |
+27
| New | – | ﹤0.01% | 1308 |
|
|
2018
Q1 | – | Sell |
-14,815
| Closed | -$541K | – | 291 |
|
|
2017
Q4 | $541K | Buy |
14,815
+5,677
| +62% | +$207K | 0.19% | 107 |
|
|
2017
Q3 | $320K | Buy |
+9,138
| New | +$320K | 0.13% | 155 |
|