FormulaFolio Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4K | Buy |
+133
| New | +$4K | ﹤0.01% | 367 |
|
|
2021
Q1 | – | Sell |
-45,302
| Closed | -$790K | – | 630 |
|
|
2020
Q4 | $790K | Buy |
+45,302
| New | +$790K | 0.02% | 363 |
|
|
2018
Q1 | – | Sell |
-30,114
| Closed | -$1.1M | – | 285 |
|
|
2017
Q4 | $1.1M | Buy |
30,114
+18,301
| +155% | +$668K | 0.07% | 93 |
|
|
2017
Q3 | $414K | Buy |
+11,813
| New | +$414K | 0.03% | 154 |
|