Hirtle Callaghan & Co’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-8,700
| Closed | -$328K | – | 593 |
|
|
2014
Q2 | $328K | Hold |
8,700
| – | – | 0.05% | 189 |
|
|
2014
Q1 | $322K | Hold |
8,700
| – | – | 0.05% | 178 |
|
|
2013
Q4 | $317K | Hold |
8,700
| – | – | 0.04% | 181 |
|
|
2013
Q3 | $278K | Buy |
+8,700
| New | +$278K | 0.04% | 190 |
|