InterOcean Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-84,330
| Closed | -$1.41M | – | 180 |
|
|
2018
Q4 | $1.41M | Sell |
84,330
-26,360
| -24% | -$441K | 0.15% | 72 |
|
|
2018
Q3 | $2.53M | Sell |
110,690
-10,366
| -9% | -$237K | 0.26% | 60 |
|
|
2018
Q2 | $3.22M | Buy |
121,056
+95,050
| +365% | +$2.52M | 0.38% | 53 |
|
|
2018
Q1 | $832K | Buy |
+26,006
| New | +$832K | 0.11% | 88 |
|