Invesco’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-7,914
| Closed | -$298K | – | 3855 |
|
|
2020
Q3 | $298K | Sell |
7,914
-357
| -4% | -$13.4K | ﹤0.01% | 3300 |
|
|
2020
Q2 | $254K | Buy |
8,271
+377
| +5% | +$11.6K | ﹤0.01% | 3361 |
|
|
2020
Q1 | $201K | Buy |
7,894
+1,334
| +20% | +$34K | ﹤0.01% | 3362 |
|
|
2019
Q4 | $276K | Sell |
6,560
-327
| -5% | -$13.8K | ﹤0.01% | 3400 |
|
|
2019
Q3 | $266K | Sell |
6,887
-1,217
| -15% | -$47K | ﹤0.01% | 3419 |
|
|
2019
Q2 | $314K | Sell |
8,104
-3,300
| -29% | -$128K | ﹤0.01% | 3448 |
|
|
2019
Q1 | $402K | Sell |
11,404
-2,470
| -18% | -$87.1K | ﹤0.01% | 3367 |
|
|
2018
Q4 | $488K | Sell |
13,874
-446
| -3% | -$15.7K | ﹤0.01% | 3256 |
|
|
2018
Q3 | $515K | Sell |
14,320
-435
| -3% | -$15.6K | ﹤0.01% | 3386 |
|
|
2018
Q2 | $491K | Buy |
+14,755
| New | +$491K | ﹤0.01% | 3421 |
|
|
2015
Q3 | – | Sell |
-5,713
| Closed | -$75K | – | 4276 |
|
|
2015
Q2 | $75K | Sell |
5,713
-26
| -0.5% | -$341 | ﹤0.01% | 3921 |
|
|
2015
Q1 | $78K | Sell |
5,739
-303
| -5% | -$4.12K | ﹤0.01% | 3834 |
|
|
2014
Q4 | $84K | Sell |
6,042
-900
| -13% | -$12.5K | ﹤0.01% | 3821 |
|
|
2014
Q3 | $92K | Sell |
6,942
-4,925
| -42% | -$65.3K | ﹤0.01% | 3848 |
|
|
2014
Q2 | $168K | Sell |
11,867
-481
| -4% | -$6.81K | ﹤0.01% | 3776 |
|
|
2014
Q1 | $166K | Buy |
12,348
+12,085
| +4,595% | +$162K | ﹤0.01% | 3828 |
|
|
2013
Q4 | $4K | Sell |
263
-78
| -23% | -$1.19K | ﹤0.01% | 4277 |
|
|
2013
Q3 | $5K | Hold |
341
| – | – | ﹤0.01% | 4272 |
|
|
2013
Q2 | $4K | Buy |
+341
| New | +$4K | ﹤0.01% | 4261 |
|