Financial Advocates Investment Management’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 |
-11,688
| Closed | -$269K | – | 736 |
|
|
2022
Q1 | $269K | Buy |
+11,688
| New | +$269K | 0.02% | 604 |
|
|
2021
Q4 | – | Sell |
-14,529
| Closed | -$351K | – | 780 |
|
|
2021
Q3 | $351K | Sell |
14,529
-2,707
| -16% | -$65.4K | 0.02% | 567 |
|
|
2021
Q2 | $461K | Sell |
17,236
-11,480
| -40% | -$307K | 0.03% | 480 |
|
|
2021
Q1 | $724K | Sell |
28,716
-34,928
| -55% | -$881K | 0.05% | 385 |
|
|
2020
Q4 | $1.11M | Buy |
63,644
+49,224
| +341% | +$859K | 0.08% | 284 |
|
|
2020
Q3 | $165K | Buy |
+14,420
| New | +$165K | 0.01% | 591 |
|