Dubuque Bank & Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-195
| Closed | -$3K | – | 707 |
|
2018
Q4 | $3K | Buy |
+195
| New | +$3K | ﹤0.01% | 554 |
|
2016
Q2 | – | Sell |
-92
| Closed | -$3K | – | 606 |
|
2016
Q1 | $3K | Buy |
92
+47
| +104% | +$1.53K | ﹤0.01% | 568 |
|
2015
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 685 |
|
2014
Q2 | – | Sell |
-83
| Closed | -$3K | – | 604 |
|
2014
Q1 | $3K | Buy |
+83
| New | +$3K | ﹤0.01% | 412 |
|