GIA
Gargoyle Investment Advisor’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $699K | Sell |
38,852
-27,861
| -42% | -$501K | 1.08% | 49 |
|
|
2019
Q3 | $1.13M | Hold |
66,713
| – | – | 1.43% | 23 |
|
|
2019
Q2 | $1.37M | Sell |
66,713
-16,476
| -20% | -$337K | 1.51% | 15 |
|
|
2019
Q1 | $1.61M | Hold |
83,189
| – | – | 1.54% | 4 |
|
|
2018
Q4 | $1.39M | Buy |
83,189
+70,126
| +537% | +$1.17M | 1.27% | 29 |
|
|
2018
Q3 | $299K | Hold |
13,063
| – | – | 0.21% | 81 |
|
|
2018
Q2 | $347K | Hold |
13,063
| – | – | 0.19% | 107 |
|
|
2018
Q1 | $418K | Buy |
+13,063
| New | +$418K | 0.17% | 106 |
|