Gupta Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.57M | Buy |
50,928
+16,089
| +46% | +$495K | 0.37% | 66 |
|
|
2015
Q4 | $1.17M | Sell |
34,839
-5,041
| -13% | -$169K | 0.3% | 76 |
|
|
2015
Q3 | $1.25M | Buy |
39,880
+9,039
| +29% | +$282K | 0.3% | 73 |
|
|
2015
Q2 | $1.16M | Buy |
30,841
+3,250
| +12% | +$122K | 0.28% | 79 |
|
|
2015
Q1 | $1.1M | Buy |
+27,591
| New | +$1.1M | 0.32% | 77 |
|