Independent Portfolio Consultants’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $74K | Sell |
2,101
-685
| -25% | -$24.1K | 0.03% | 455 |
|
|
2017
Q1 | $85K | Sell |
2,786
-1,267
| -31% | -$38.7K | 0.03% | 481 |
|
|
2016
Q4 | $123K | Buy |
4,053
+2,825
| +230% | +$85.7K | 0.04% | 402 |
|
|
2016
Q3 | $38K | Sell |
1,228
-10
| -0.8% | -$309 | 0.01% | 589 |
|
|
2016
Q2 | $32K | Sell |
1,238
-10
| -0.8% | -$258 | 0.01% | 600 |
|
|
2016
Q1 | $38K | Sell |
1,248
-290
| -19% | -$8.83K | 0.01% | 611 |
|
|
2015
Q4 | $51K | Sell |
1,538
-1,110
| -42% | -$36.8K | 0.02% | 571 |
|
|
2015
Q3 | $83K | Sell |
2,648
-325
| -11% | -$10.2K | 0.02% | 487 |
|
|
2015
Q2 | $111K | Sell |
2,973
-666
| -18% | -$24.9K | 0.02% | 484 |
|
|
2015
Q1 | $144K | Sell |
3,639
-4,179
| -53% | -$165K | 0.03% | 419 |
|
|
2014
Q4 | $309K | Sell |
7,818
-8,485
| -52% | -$335K | 0.06% | 307 |
|
|
2014
Q3 | $644K | Buy |
16,303
+698
| +4% | +$27.6K | 0.17% | 174 |
|
|
2014
Q2 | $589K | Sell |
15,605
-6,130
| -28% | -$231K | 0.16% | 185 |
|
|
2014
Q1 | $804K | Sell |
21,735
-90
| -0.4% | -$3.33K | 0.25% | 116 |
|
|
2013
Q4 | $794K | Buy |
21,825
+540
| +3% | +$19.6K | 0.28% | 98 |
|
|
2013
Q3 | $679K | Buy |
21,285
+7,275
| +52% | +$232K | 0.27% | 118 |
|
|
2013
Q2 | $446K | Buy |
+14,010
| New | +$446K | 0.2% | 215 |
|