Golden State Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $473K | Sell |
20,500
-199
| -1% | -$4.59K | 0.09% | 180 |
|
|
2021
Q4 | $476K | Buy |
20,699
+199
| +1% | +$4.58K | 0.08% | 221 |
|
|
2021
Q3 | $494K | Hold |
20,500
| – | – | 0.11% | 164 |
|
|
2021
Q2 | $548K | Hold |
20,500
| – | – | 0.12% | 152 |
|
|
2021
Q1 | $517K | Sell |
20,500
-199
| -1% | -$5.02K | 0.17% | 100 |
|
|
2020
Q4 | $361K | Buy |
+20,699
| New | +$361K | 0.1% | 153 |
|
|
2019
Q4 | – | Sell |
-4,310
| Closed | -$73K | – | 491 |
|
|
2019
Q3 | $73K | Buy |
4,310
+4,000
| +1,290% | +$67.7K | 0.02% | 361 |
|
|
2019
Q2 | $6K | Hold |
310
| – | – | ﹤0.01% | 837 |
|
|
2019
Q1 | $6K | Buy |
+310
| New | +$6K | ﹤0.01% | 865 |
|