Harel Insurance Investments & Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-200
| Closed | -$6K | – | 455 |
|
|
2016
Q4 | $6K | Sell |
200
-900
| -82% | -$27K | ﹤0.01% | 328 |
|
|
2016
Q3 | $34K | Hold |
1,100
| – | – | ﹤0.01% | 248 |
|
|
2016
Q2 | $28K | Buy |
1,100
+320
| +41% | +$8.15K | ﹤0.01% | 416 |
|
|
2016
Q1 | $24K | Sell |
780
-20
| -3% | -$615 | ﹤0.01% | 260 |
|
|
2015
Q4 | $27K | Buy |
+800
| New | +$27K | ﹤0.01% | 234 |
|