Global Wealth Management Investment Advisory’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 |
-19
| Closed | – | – | 636 |
|
2020
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 628 |
|
2019
Q4 | $0 | Sell |
19
-85
| -82% | – | ﹤0.01% | 683 |
|
2019
Q3 | $2K | Sell |
104
-194
| -65% | -$3.73K | ﹤0.01% | 521 |
|
2019
Q2 | $6K | Sell |
298
-577
| -66% | -$11.6K | ﹤0.01% | 422 |
|
2019
Q1 | $17K | Sell |
875
-1,717
| -66% | -$33.4K | 0.01% | 322 |
|
2018
Q4 | $43K | Buy |
+2,592
| New | +$43K | 0.03% | 226 |
|