Harfst & Associates’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,569
| Closed | -$289K | – | 114 |
|
|
2022
Q1 | $289K | Hold |
12,569
| – | – | 0.07% | 110 |
|
|
2021
Q4 | $289K | Buy |
12,569
+279
| +2% | +$6.42K | 0.07% | 106 |
|
|
2021
Q3 | $296K | Buy |
+12,290
| New | +$296K | 0.08% | 110 |
|
|
2017
Q2 | – | Sell |
-399
| Closed | -$12K | – | 258 |
|
|
2017
Q1 | $12K | Buy |
+399
| New | +$12K | 0.01% | 225 |
|