Key Financial Inc’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$5K | – | 932 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 686 |
|
|
2021
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 597 |
|
|
2020
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 613 |
|
|
2020
Q2 | – | Sell |
-700
| Closed | -$7K | – | 365 |
|
|
2020
Q1 | $7K | Buy |
+700
| New | +$7K | 0.01% | 463 |
|