Icon Wealth Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,110
| Closed | -$21K | – | 473 |
|
|
2019
Q1 | $21K | Buy |
+1,110
| New | +$21K | 0.01% | 540 |
|
|
2018
Q3 | – | Sell |
-688
| Closed | -$18K | – | 498 |
|
|
2018
Q2 | $18K | Buy |
+688
| New | +$18K | 0.01% | 608 |
|
|
2018
Q1 | – | Sell |
-903
| Closed | -$33K | – | 498 |
|
|
2017
Q4 | $33K | Buy |
+903
| New | +$33K | 0.02% | 504 |
|