Griffin Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-105
| Closed | -$2K | – | 351 |
|
|
2019
Q2 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 530 |
|
|
2018
Q2 | – | Sell |
-36,861
| Closed | -$1.18M | – | 207 |
|
|
2018
Q1 | $1.18M | Buy |
36,861
+3,931
| +12% | +$126K | 0.21% | 118 |
|
|
2017
Q4 | $1.2M | Sell |
32,930
-1,075
| -3% | -$39.3K | 0.21% | 119 |
|
|
2017
Q3 | $1.19M | Buy |
34,005
+23,217
| +215% | +$814K | 0.22% | 115 |
|
|
2017
Q2 | $380K | Buy |
+10,788
| New | +$380K | 0.1% | 103 |
|