Integrated Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-18
| Closed | -$1K | – | 632 |
|
|
2016
Q3 | $1K | Sell |
18
-410
| -96% | -$22.8K | ﹤0.01% | 1154 |
|
|
2016
Q2 | $11K | Hold |
428
| – | – | ﹤0.01% | 732 |
|
|
2016
Q1 | $13K | Hold |
428
| – | – | 0.01% | 647 |
|
|
2015
Q4 | $14K | Hold |
428
| – | – | 0.01% | 671 |
|
|
2015
Q3 | $13K | Hold |
428
| – | – | 0.01% | 699 |
|
|
2015
Q2 | $16K | Sell |
428
-140
| -25% | -$5.23K | 0.01% | 666 |
|
|
2015
Q1 | $22K | Buy |
+568
| New | +$22K | 0.01% | 543 |
|