JNBA Financial Advisors’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 |
-71
| Closed | -$1K | – | 557 |
|
|
2018
Q4 | $1K | Sell |
71
-147,782
| -100% | -$2.08M | ﹤0.01% | 508 |
|
|
2018
Q3 | $3.38M | Buy |
+147,853
| New | +$3.38M | 1.52% | 30 |
|
|
2016
Q4 | – | Sell |
-709
| Closed | -$22K | – | 901 |
|
|
2016
Q3 | $22K | Buy |
+709
| New | +$22K | ﹤0.01% | 778 |
|