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IBEX Wealth Advisors’s Invesco IVZ Stock Holding History

IBEX Wealth Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-255
Closed -$8K – 222
2016
Q4 		$8K Sell
255
-90,736
-100% -$2.85M ﹤0.01% 318
2016
Q3 		$1.26M Buy
+90,991
New +$1.26M 0.69% 52