Jupiter Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-282,243
| Closed | -$5.07M | – | 430 |
|
|
2019
Q4 | $5.07M | Sell |
282,243
-229,957
| -45% | -$4.13M | 0.07% | 223 |
|
|
2019
Q3 | $8.68M | Buy |
+512,200
| New | +$8.68M | 0.11% | 188 |
|
|
2018
Q4 | – | Sell |
-25,200
| Closed | -$576K | – | 401 |
|
|
2018
Q3 | $576K | Buy |
+25,200
| New | +$576K | ﹤0.01% | 307 |
|
|
2015
Q3 | – | Sell |
-5,700
| Closed | -$213K | – | 374 |
|
|
2015
Q2 | $213K | Buy |
5,700
+3,200
| +128% | +$120K | 0.01% | 231 |
|
|
2015
Q1 | $99K | Sell |
2,500
-49,700
| -95% | -$1.97M | ﹤0.01% | 304 |
|
|
2014
Q4 | $2.06M | Buy |
+52,200
| New | +$2.06M | 0.07% | 197 |
|
|
2014
Q3 | – | Sell |
-63,300
| Closed | -$2.39M | – | 359 |
|
|
2014
Q2 | $2.39M | Buy |
63,300
+62,900
| +15,725% | +$2.37M | 0.13% | 164 |
|
|
2014
Q1 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 323 |
|
|
2013
Q4 | – | Sell |
-130,178
| Closed | -$4.15M | – | 363 |
|
|
2013
Q3 | $4.15M | Buy |
130,178
+54,978
| +73% | +$1.75M | 0.39% | 101 |
|
|
2013
Q2 | $2.39M | Buy |
+75,200
| New | +$2.39M | 0.29% | 145 |
|