Hazlett, Burt & Watson’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$4K | – | 718 |
|
|
2023
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 597 |
|
|
2023
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 553 |
|
|
2022
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 554 |
|