Koch Industries’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-24,609
| Closed | -$788K | – | 318 |
|
|
2018
Q1 | $788K | Buy |
24,609
+3,263
| +15% | +$104K | 0.08% | 208 |
|
|
2017
Q4 | $780K | Buy |
+21,346
| New | +$780K | 0.11% | 112 |
|
|
2017
Q3 | – | Sell |
-12,669
| Closed | -$446K | – | 516 |
|
|
2017
Q2 | $446K | Buy |
+12,669
| New | +$446K | 0.12% | 159 |
|