Financial Architects (New Jersey)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-179
| Closed | -$3K | – | 944 |
|
|
2019
Q3 | $3K | Hold |
179
| – | – | ﹤0.01% | 866 |
|
|
2019
Q2 | $4K | Sell |
179
-1,113
| -86% | -$24.9K | ﹤0.01% | 917 |
|
|
2019
Q1 | $25K | Sell |
1,292
-713
| -36% | -$13.8K | ﹤0.01% | 721 |
|
|
2018
Q4 | $34K | Sell |
2,005
-181
| -8% | -$3.07K | 0.01% | 581 |
|
|
2018
Q3 | $50K | Buy |
2,186
+649
| +42% | +$14.8K | 0.01% | 544 |
|
|
2018
Q2 | $41K | Sell |
1,537
-1,496
| -49% | -$39.9K | 0.01% | 622 |
|
|
2018
Q1 | $98K | Sell |
3,033
-204
| -6% | -$6.59K | 0.02% | 412 |
|
|
2017
Q4 | $118K | Buy |
3,237
+72
| +2% | +$2.63K | 0.02% | 407 |
|
|
2017
Q3 | $111K | Buy |
3,165
+92
| +3% | +$3.23K | 0.02% | 434 |
|
|
2017
Q2 | $109K | Buy |
3,073
+1,082
| +54% | +$38.4K | 0.02% | 424 |
|
|
2017
Q1 | $61K | Buy |
1,991
+551
| +38% | +$16.9K | 0.01% | 548 |
|
|
2016
Q4 | $43K | Buy |
1,440
+45
| +3% | +$1.34K | 0.01% | 598 |
|
|
2016
Q3 | $44K | Buy |
1,395
+333
| +31% | +$10.5K | 0.01% | 605 |
|
|
2016
Q2 | $28K | Buy |
1,062
+883
| +493% | +$23.3K | 0.01% | 688 |
|
|
2016
Q1 | $6K | Buy |
+179
| New | +$6K | ﹤0.01% | 841 |
|
|
2015
Q3 | – | Sell |
-198
| Closed | -$7K | – | 546 |
|
|
2015
Q2 | $7K | Buy |
+198
| New | +$7K | ﹤0.01% | 847 |
|
|
2015
Q1 | – | Sell |
-197
| Closed | -$8K | – | 965 |
|
|
2014
Q4 | $8K | Buy |
+197
| New | +$8K | ﹤0.01% | 704 |
|