Ferris Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-109
| Closed | -$2K | – | 389 |
|
|
2019
Q1 | $2K | Hold |
109
| – | – | ﹤0.01% | 609 |
|
|
2018
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 596 |
|
|
2018
Q3 | $2K | Hold |
109
| – | – | ﹤0.01% | 630 |
|
|
2018
Q2 | $3K | Hold |
109
| – | – | ﹤0.01% | 595 |
|
|
2018
Q1 | $3K | Buy |
+109
| New | +$3K | ﹤0.01% | 612 |
|
|
2017
Q3 | – | Sell |
-153
| Closed | -$5K | – | 364 |
|
|
2017
Q2 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 539 |
|