Disciplined Investments’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 |
-84
| Closed | -$1.41K | – | 821 |
|
|
2023
Q2 | $1.41K | Buy |
84
+12
| +17% | +$202 | ﹤0.01% | 808 |
|
|
2023
Q1 | $1.18K | Sell |
72
-15
| -17% | -$246 | ﹤0.01% | 889 |
|
|
2022
Q4 | $1.57K | Sell |
87
-3
| -3% | -$54 | ﹤0.01% | 714 |
|
|
2022
Q3 | $1K | Buy |
90
+42
| +88% | +$467 | ﹤0.01% | 954 |
|
|
2022
Q2 | $1K | Sell |
48
-22
| -31% | -$458 | ﹤0.01% | 975 |
|
|
2022
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 712 |
|