Gyroscope Capital Management Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-288,540
| Closed | -$6.71M | – | 146 |
|
|
2018
Q3 | $6.71M | Buy |
288,540
+26,043
| +10% | +$605K | 2.75% | 19 |
|
|
2018
Q2 | $6.97M | Buy |
+262,497
| New | +$6.97M | 3.09% | 13 |
|
|
2015
Q3 | – | Sell |
-90,370
| Closed | -$3.39M | – | 73 |
|
|
2015
Q2 | $3.39M | Buy |
90,370
+2,209
| +3% | +$82.8K | 2.77% | 15 |
|
|
2015
Q1 | $3.5M | Buy |
88,161
+3,440
| +4% | +$137K | 2.89% | 15 |
|
|
2014
Q4 | $3.35M | Buy |
+84,721
| New | +$3.35M | 2.75% | 15 |
|