Gateway Advisory’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,300
| Closed | -$209K | – | 110 |
|
|
2021
Q1 | $209K | Sell |
8,300
-5,300
| -39% | -$133K | 0.05% | 83 |
|
|
2020
Q4 | $237K | Hold |
13,600
| – | – | 0.05% | 60 |
|
|
2020
Q3 | $155K | Buy |
13,600
+2,300
| +20% | +$26.2K | 0.04% | 63 |
|
|
2020
Q2 | $122K | Hold |
11,300
| – | – | 0.04% | 58 |
|
|
2020
Q1 | $103K | Buy |
+11,300
| New | +$103K | 0.03% | 52 |
|