Joel Isaacson & Co’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-335
| Closed | -$9K | – | 725 |
|
|
2016
Q2 | $9K | Sell |
335
-160
| -32% | -$4.3K | ﹤0.01% | 551 |
|
|
2016
Q1 | $15K | Sell |
495
-183
| -27% | -$5.55K | ﹤0.01% | 524 |
|
|
2015
Q4 | $23K | Buy |
678
+183
| +37% | +$6.21K | 0.01% | 445 |
|
|
2015
Q3 | $15K | Hold |
495
| – | – | ﹤0.01% | 523 |
|
|
2015
Q2 | $19K | Hold |
495
| – | – | ﹤0.01% | 509 |
|
|
2015
Q1 | $20K | Hold |
495
| – | – | 0.01% | 487 |
|
|
2014
Q4 | $20K | Buy |
+495
| New | +$20K | 0.01% | 432 |
|