JOYN 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 |
-1,458
| Closed | -$24K | – | 742 |
|
|
2018
Q4 | $24K | Buy |
1,458
+452
| +45% | +$7.44K | 0.01% | 598 |
|
|
2018
Q3 | $23K | Sell |
1,006
-93
| -8% | -$2.13K | ﹤0.01% | 640 |
|
|
2018
Q2 | $29K | Buy |
1,099
+1,046
| +1,974% | +$27.6K | 0.01% | 562 |
|
|
2018
Q1 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1064 |
|