Granahan Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,185
| Closed | -$372K | – | 211 |
|
|
2017
Q4 | $372K | Sell |
10,185
-4,328
| -30% | -$158K | 0.03% | 192 |
|
|
2017
Q3 | $509K | Sell |
14,513
-652
| -4% | -$22.9K | 0.04% | 171 |
|
|
2017
Q2 | $534K | Buy |
15,165
+783
| +5% | +$27.6K | 0.05% | 166 |
|
|
2017
Q1 | $441K | Sell |
14,382
-524
| -4% | -$16.1K | 0.04% | 164 |
|
|
2016
Q4 | $452K | Buy |
14,906
+1,684
| +13% | +$51.1K | 0.02% | 184 |
|
|
2016
Q3 | $413K | Buy |
+13,222
| New | +$413K | 0.01% | 201 |
|