Herold Advisors’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
-2,400
Closed -$55.3K 417
2022
Q1
$55.3K Buy
+2,400
New +$55.3K 0.02% 362
2021
Q4
Sell
-2,400
Closed -$57K 407
2021
Q3
$57K Buy
+2,400
New +$57K 0.02% 354