Global Financial Private Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-138,111
| Closed | -$1.26M | – | 411 |
|
|
2020
Q1 | $1.26M | Sell |
138,111
-12,796
| -8% | -$116K | 0.08% | 181 |
|
|
2019
Q4 | $2.71M | Sell |
150,907
-16,594
| -10% | -$298K | 0.14% | 157 |
|
|
2019
Q3 | $2.84M | Sell |
167,501
-20,715
| -11% | -$351K | 0.14% | 146 |
|
|
2019
Q2 | $3.85M | Buy |
188,216
+60,605
| +47% | +$1.24M | 0.19% | 124 |
|
|
2019
Q1 | $2.46M | Sell |
127,611
-3,794
| -3% | -$73.3K | 0.12% | 167 |
|
|
2018
Q4 | $2.2M | Sell |
131,405
-43,707
| -25% | -$732K | 0.12% | 165 |
|
|
2018
Q3 | $4.01M | Buy |
175,112
+95,230
| +119% | +$2.18M | 0.14% | 132 |
|
|
2018
Q2 | $2.12M | Buy |
+79,882
| New | +$2.12M | 0.07% | 191 |
|
|
2017
Q3 | – | Sell |
-7,458
| Closed | -$262K | – | 479 |
|
|
2017
Q2 | $262K | Buy |
+7,458
| New | +$262K | 0.01% | 205 |
|