Gideon Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $406K | Sell |
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|
2018
Q4 | $1.01M | Buy |
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|
2018
Q3 | $211K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $548K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $797K | Buy |
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|
2016
Q4 | $682K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $977K | Sell |
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|
2015
Q2 | $2.8M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.21M | Sell |
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|
2014
Q3 | $1.64M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.22M | Buy |
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