Disciplined Equity Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-46,685
Closed -$753K 61
2022
Q2
$753K Buy
46,685
+3,410
+8% +$55K 0.68% 27
2022
Q1
$998K Buy
43,275
+1,770
+4% +$40.8K 1% 20
2021
Q4
$955K Buy
+41,505
New +$955K 0.92% 21