Hillsdale Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-700
| Closed | -$26K | – | 518 |
|
|
2015
Q2 | $26K | Sell |
700
-1,100
| -61% | -$40.9K | 0.01% | 457 |
|
|
2015
Q1 | $71K | Hold |
1,800
| – | – | 0.02% | 439 |
|
|
2014
Q4 | $71K | Hold |
1,800
| – | – | 0.02% | 432 |
|
|
2014
Q3 | $71K | Hold |
1,800
| – | – | 0.02% | 418 |
|
|
2014
Q2 | $68K | Buy |
+1,800
| New | +$68K | 0.02% | 426 |
|