First Citizens Bank & Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,521
| Closed | -$335K | – | 432 |
|
|
2017
Q2 | $335K | Sell |
9,521
-38,053
| -80% | -$1.34M | 0.04% | 338 |
|
|
2017
Q1 | $1.46M | Sell |
47,574
-12,732
| -21% | -$390K | 0.18% | 141 |
|
|
2016
Q4 | $1.83M | Sell |
60,306
-22,787
| -27% | -$691K | 0.2% | 124 |
|
|
2016
Q3 | $2.6M | Buy |
+83,093
| New | +$2.6M | 0.24% | 112 |
|
|
2013
Q4 | – | Sell |
-41,887
| Closed | -$1.34M | – | 564 |
|
|
2013
Q3 | $1.34M | Sell |
41,887
-30,967
| -43% | -$988K | 0.05% | 336 |
|
|
2013
Q2 | $2.32M | Buy |
+72,854
| New | +$2.32M | 0.1% | 201 |
|