Ladenburg Thalmann Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $894K | Buy |
49,899
+13,566
| +37% | +$243K | 0.01% | 1360 |
|
|
2019
Q3 | $615K | Sell |
36,333
-9,555
| -21% | -$162K | ﹤0.01% | 1596 |
|
|
2019
Q2 | $940K | Buy |
45,888
+9,991
| +28% | +$205K | 0.01% | 1274 |
|
|
2019
Q1 | $692K | Buy |
35,897
+11,252
| +46% | +$217K | 0.01% | 1438 |
|
|
2018
Q4 | $415K | Buy |
24,645
+1,583
| +7% | +$26.7K | ﹤0.01% | 1678 |
|
|
2018
Q3 | $528K | Buy |
23,062
+3,375
| +17% | +$77.3K | ﹤0.01% | 1560 |
|
|
2018
Q2 | $628K | Hold |
19,687
| – | – | 0.01% | 1395 |
|
|
2018
Q1 | $628K | Buy |
19,687
+5,027
| +34% | +$160K | 0.01% | 1395 |
|
|
2017
Q4 | $536K | Buy |
14,660
+2,643
| +22% | +$96.6K | 0.01% | 1495 |
|
|
2017
Q3 | $421K | Sell |
12,017
-1,030
| -8% | -$36.1K | ﹤0.01% | 1581 |
|
|
2017
Q2 | $459K | Buy |
13,047
+884
| +7% | +$31.1K | 0.01% | 1437 |
|
|
2017
Q1 | $372K | Buy |
12,163
+289
| +2% | +$8.84K | ﹤0.01% | 1489 |
|
|
2016
Q4 | $363K | Buy |
11,874
+1,105
| +10% | +$33.8K | 0.01% | 1446 |
|
|
2016
Q3 | $337K | Buy |
10,769
+2,472
| +30% | +$77.4K | 0.01% | 1413 |
|
|
2016
Q2 | $212K | Buy |
8,297
+649
| +8% | +$16.6K | ﹤0.01% | 1644 |
|
|
2016
Q1 | $235K | Buy |
7,648
+1,084
| +17% | +$33.3K | ﹤0.01% | 1505 |
|
|
2015
Q4 | $219K | Sell |
6,564
-209
| -3% | -$6.97K | ﹤0.01% | 1516 |
|
|
2015
Q3 | $211K | Sell |
6,773
-2,019
| -23% | -$62.9K | ﹤0.01% | 1452 |
|
|
2015
Q2 | $330K | Buy |
8,792
+84
| +1% | +$3.15K | 0.01% | 1278 |
|
|
2015
Q1 | $345K | Sell |
8,708
-1,221
| -12% | -$48.4K | 0.01% | 1228 |
|
|
2014
Q4 | $392K | Sell |
9,929
-4,219
| -30% | -$167K | 0.01% | 1040 |
|
|
2014
Q3 | $558K | Buy |
14,148
+8,499
| +150% | +$335K | 0.02% | 743 |
|
|
2014
Q2 | $213K | Buy |
5,649
+4,221
| +296% | +$159K | 0.01% | 1164 |
|
|
2014
Q1 | $53K | Sell |
1,428
-166
| -10% | -$6.16K | ﹤0.01% | 1925 |
|
|
2013
Q4 | $58K | Buy |
1,594
+51
| +3% | +$1.86K | ﹤0.01% | 1813 |
|
|
2013
Q3 | $49K | Buy |
1,543
+116
| +8% | +$3.68K | ﹤0.01% | 1842 |
|
|
2013
Q2 | $46K | Buy |
+1,427
| New | +$46K | ﹤0.01% | 1797 |
|