Inspire Investing’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-11,890
| Closed | -$128K | – | 502 |
|
|
2020
Q2 | $128K | Sell |
11,890
-33,923
| -74% | -$365K | 0.04% | 478 |
|
|
2020
Q1 | $416K | Buy |
45,813
+11,154
| +32% | +$101K | 0.17% | 122 |
|
|
2019
Q4 | $623K | Buy |
34,659
+8,789
| +34% | +$158K | 0.22% | 134 |
|
|
2019
Q3 | $438K | Sell |
25,870
-6,460
| -20% | -$109K | 0.17% | 192 |
|
|
2019
Q2 | $661K | Sell |
32,330
-846
| -3% | -$17.3K | 0.28% | 85 |
|
|
2019
Q1 | $641K | Buy |
33,176
+8,858
| +36% | +$171K | 0.3% | 79 |
|
|
2018
Q4 | $407K | Buy |
24,318
+5,348
| +28% | +$89.5K | 0.27% | 84 |
|
|
2018
Q3 | $434K | Buy |
18,970
+5,157
| +37% | +$118K | 0.27% | 83 |
|
|
2018
Q2 | $367K | Buy |
13,813
+2,320
| +20% | +$61.6K | 0.26% | 89 |
|
|
2018
Q1 | $368K | Buy |
11,493
+6,625
| +136% | +$212K | 0.37% | 23 |
|
|
2017
Q4 | $178K | Buy |
+4,868
| New | +$178K | 0.15% | 137 |
|