Guardian Investor Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $118K | Sell |
2,965
-22
| -0.7% | -$876 | 0.09% | 260 |
|
|
2014
Q4 | $118K | Sell |
2,987
-81
| -3% | -$3.2K | 0.09% | 259 |
|
|
2014
Q3 | $121K | Sell |
3,068
-154
| -5% | -$6.07K | 0.1% | 238 |
|
|
2014
Q2 | $122K | Sell |
3,222
-197
| -6% | -$7.46K | 0.09% | 254 |
|
|
2014
Q1 | $127K | Sell |
3,419
-144
| -4% | -$5.35K | 0.1% | 247 |
|
|
2013
Q4 | $130K | Hold |
3,563
| – | – | 0.1% | 243 |
|
|
2013
Q3 | $114K | Sell |
3,563
-19
| -0.5% | -$608 | 0.1% | 260 |
|
|
2013
Q2 | $114K | Buy |
+3,582
| New | +$114K | 0.1% | 248 |
|