Diversified Investment Strategies’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-12,002
| Closed | -$321K | – | 44 |
|
|
2021
Q2 | $321K | Sell |
12,002
-797
| -6% | -$21.3K | 0.24% | 33 |
|
|
2021
Q1 | $323K | Sell |
12,799
-3,667
| -22% | -$92.5K | 0.25% | 33 |
|
|
2020
Q4 | $302K | Sell |
16,466
-510
| -3% | -$9.35K | 0.24% | 34 |
|
|
2020
Q3 | $194K | Buy |
16,976
+7
| +0% | +$80 | 0.2% | 36 |
|
|
2020
Q2 | $183K | Buy |
16,969
+9
| +0.1% | +$97 | 0.2% | 36 |
|
|
2020
Q1 | $154K | Buy |
+16,960
| New | +$154K | 0.21% | 33 |
|