First Personal Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-115
| Closed | -$4K | – | 804 |
|
|
2018
Q1 | $4K | Buy |
115
+32
| +39% | +$1.11K | ﹤0.01% | 937 |
|
|
2017
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 946 |
|
|
2017
Q3 | $3K | Sell |
83
-131
| -61% | -$4.74K | ﹤0.01% | 805 |
|
|
2017
Q2 | $8K | Hold |
214
| – | – | ﹤0.01% | 743 |
|
|
2017
Q1 | $7K | Hold |
214
| – | – | ﹤0.01% | 765 |
|
|
2016
Q4 | $6K | Hold |
214
| – | – | ﹤0.01% | 805 |
|
|
2016
Q3 | $7K | Sell |
214
-90
| -30% | -$2.94K | ﹤0.01% | 658 |
|
|
2016
Q2 | $8K | Buy |
+304
| New | +$8K | ﹤0.01% | 617 |
|