Howard Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-550,246
| Closed | -$12.7M | – | 37 |
|
|
2018
Q3 | $12.7M | Buy |
550,246
+161,382
| +42% | +$3.72M | 1.23% | 19 |
|
|
2018
Q2 | $10.1M | Buy |
+388,864
| New | +$10.1M | 1.11% | 60 |
|
|
2018
Q1 | – | Sell |
-222,899
| Closed | -$8.15M | – | 95 |
|
|
2017
Q4 | $8.15M | Buy |
+222,899
| New | +$8.15M | 1.3% | 38 |
|