HCA
Harbour Capital Advisors’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,710
| Closed | -$375K | – | 270 |
|
|
2017
Q3 | $375K | Buy |
10,710
+960
| +10% | +$33.6K | 0.16% | 163 |
|
|
2017
Q2 | $343K | Buy |
9,750
+9,375
| +2,500% | +$330K | 0.17% | 155 |
|
|
2017
Q1 | $11.5K | Buy |
+375
| New | +$11.5K | 0.01% | 540 |
|
|
2015
Q3 | – | Sell |
-12,350
| Closed | -$463K | – | 204 |
|
|
2015
Q2 | $463K | Sell |
12,350
-300
| -2% | -$11.2K | 0.29% | 114 |
|
|
2015
Q1 | $502K | Buy |
12,650
+6,500
| +106% | +$258K | 0.35% | 100 |
|
|
2014
Q4 | $243K | Buy |
+6,150
| New | +$243K | 0.17% | 161 |
|