IMA Advisory Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-144
| Closed | -$4K | – | 403 |
|
|
2018
Q2 | $4K | Buy |
+144
| New | +$4K | ﹤0.01% | 350 |
|
|
2016
Q1 | – | Sell |
-8,940
| Closed | -$286K | – | 117 |
|
|
2015
Q4 | $286K | Sell |
8,940
-560
| -6% | -$17.9K | 0.17% | 96 |
|
|
2015
Q3 | $285K | Sell |
9,500
-270
| -3% | -$8.1K | 0.18% | 95 |
|
|
2015
Q2 | $366K | Buy |
+9,770
| New | +$366K | 0.17% | 101 |
|