First National Bank of South Miami’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,397
| Closed | -$154K | – | 257 |
|
|
2023
Q1 | $154K | Buy |
9,397
+502
| +6% | +$8.23K | 0.12% | 138 |
|
|
2022
Q4 | $160K | Hold |
8,895
| – | – | 0.12% | 138 |
|
|
2022
Q3 | $122K | Sell |
8,895
-489
| -5% | -$6.71K | 0.09% | 152 |
|
|
2022
Q2 | $151K | Buy |
9,384
+2,703
| +40% | +$43.5K | 0.1% | 153 |
|
|
2022
Q1 | $154K | Buy |
6,681
+1,362
| +26% | +$31.4K | 0.09% | 155 |
|
|
2021
Q4 | $122K | Buy |
5,319
+1,204
| +29% | +$27.6K | 0.07% | 171 |
|
|
2021
Q3 | $99K | Buy |
4,115
+384
| +10% | +$9.24K | 0.07% | 172 |
|
|
2021
Q2 | $100K | Buy |
3,731
+2,100
| +129% | +$56.3K | 0.07% | 170 |
|
|
2021
Q1 | $41K | Buy |
+1,631
| New | +$41K | 0.03% | 207 |
|