Kistler-Tiffany Companies’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-90
| Closed | -$3K | – | 520 |
|
|
2016
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 470 |
|
|
2016
Q3 | $3K | Sell |
90
-57
| -39% | -$1.9K | ﹤0.01% | 497 |
|
|
2016
Q2 | $4K | Buy |
147
+57
| +63% | +$1.55K | ﹤0.01% | 487 |
|
|
2016
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 489 |
|
|
2015
Q4 | $3K | Sell |
90
-758
| -89% | -$25.3K | ﹤0.01% | 527 |
|
|
2015
Q3 | $26K | Buy |
848
+6
| +0.7% | +$184 | 0.02% | 322 |
|
|
2015
Q2 | $32K | Buy |
842
+5
| +0.6% | +$190 | 0.02% | 315 |
|
|
2015
Q1 | $33K | Buy |
837
+606
| +262% | +$23.9K | 0.02% | 291 |
|
|
2014
Q4 | $9K | Hold |
231
| – | – | 0.01% | 449 |
|
|
2014
Q3 | $9K | Hold |
231
| – | – | 0.01% | 462 |
|
|
2014
Q2 | $9K | Hold |
231
| – | – | 0.01% | 445 |
|
|
2014
Q1 | $9K | Hold |
231
| – | – | 0.01% | 435 |
|
|
2013
Q4 | $8K | Hold |
231
| – | – | 0.01% | 460 |
|
|
2013
Q3 | $7K | Hold |
231
| – | – | 0.01% | 463 |
|
|
2013
Q2 | $7K | Buy |
+231
| New | +$7K | 0.01% | 454 |
|