IHT Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38,728
| Closed | -$977K | – | 962 |
|
|
2021
Q1 | $977K | Buy |
+38,728
| New | +$977K | 0.07% | 274 |
|
|
2019
Q3 | – | Sell |
-1,936
| Closed | -$362K | – | 625 |
|
|
2019
Q2 | $362K | Buy |
+1,936
| New | +$362K | 0.05% | 358 |
|
|
2018
Q2 | – | Sell |
-1,599
| Closed | -$49K | – | 896 |
|
|
2018
Q1 | $49K | Buy |
1,599
+5
| +0.3% | +$153 | 0.01% | 687 |
|
|
2017
Q4 | $59K | Buy |
1,594
+375
| +31% | +$13.9K | 0.02% | 648 |
|
|
2017
Q3 | $44K | Buy |
1,219
+5
| +0.4% | +$180 | 0.02% | 554 |
|
|
2017
Q2 | $649 | Sell |
1,214
-837
| -41% | -$447 | 0.31% | 81 |
|
|
2017
Q1 | $62K | Buy |
2,051
+960
| +88% | +$29K | 0.04% | 377 |
|
|
2016
Q4 | $34K | Buy |
+1,091
| New | +$34K | 0.03% | 480 |
|