Fort Washington Investment Advisors’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 |
-63,186
| Closed | -$2.02M | – | 554 |
|
2018
Q1 | $2.02M | Sell |
63,186
-19,683
| -24% | -$630K | 0.02% | 308 |
|
2017
Q4 | $3.03M | Sell |
82,869
-3,343
| -4% | -$122K | 0.03% | 291 |
|
2017
Q3 | $3.02M | Buy |
86,212
+7,053
| +9% | +$247K | 0.05% | 178 |
|
2017
Q2 | $2.79M | Sell |
79,159
-7,212
| -8% | -$254K | 0.04% | 186 |
|
2017
Q1 | $2.65M | Sell |
86,371
-3,488
| -4% | -$107K | 0.04% | 201 |
|
2016
Q4 | $2.73M | Buy |
89,859
+477
| +0.5% | +$14.5K | 0.05% | 193 |
|
2016
Q3 | $2.8M | Buy |
89,382
+830
| +0.9% | +$26K | 0.05% | 170 |
|
2016
Q2 | $2.26M | Sell |
88,552
-9,692
| -10% | -$248K | 0.04% | 192 |
|
2016
Q1 | $3.02M | Sell |
98,244
-17
| -0% | -$523 | 0.06% | 164 |
|
2015
Q4 | $3.29M | Sell |
98,261
-10,707
| -10% | -$358K | 0.07% | 167 |
|
2015
Q3 | $3.4M | Buy |
108,968
+65,093
| +148% | +$2.03M | 0.07% | 163 |
|
2015
Q2 | $1.65M | Buy |
43,875
+205
| +0.5% | +$7.69K | 0.03% | 217 |
|
2015
Q1 | $1.73M | Buy |
43,670
+16,006
| +58% | +$635K | 0.03% | 215 |
|
2014
Q4 | $1.09M | Buy |
27,664
+159
| +0.6% | +$6.28K | 0.02% | 264 |
|
2014
Q3 | $1.09M | Buy |
+27,505
| New | +$1.09M | 0.02% | 268 |
|