Estate Counselors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-44,472
| Closed | -$1.03M | – | 184 |
|
|
2022
Q1 | $1.03M | Hold |
44,472
| – | – | 0.13% | 89 |
|
|
2021
Q4 | $1.02M | Buy |
44,472
+827
| +2% | +$19K | 0.12% | 97 |
|
|
2021
Q3 | $1.05M | Buy |
43,645
+520
| +1% | +$12.5K | 0.13% | 99 |
|
|
2021
Q2 | $1.15M | Buy |
43,125
+850
| +2% | +$22.7K | 0.15% | 80 |
|
|
2021
Q1 | $1.07M | Buy |
+42,275
| New | +$1.07M | 0.16% | 78 |
|