Laurel Wealth Advisors (California)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $204K | Buy |
+11,360
| New | +$204K | 0.02% | 633 |
|
|
2022
Q3 | – | Sell |
-12,487
| Closed | -$202K | – | 644 |
|
|
2022
Q2 | $202K | Sell |
12,487
-5,100
| -29% | -$82.5K | 0.02% | 641 |
|
|
2022
Q1 | $405K | Hold |
17,587
| – | – | 0.03% | 483 |
|
|
2021
Q4 | $405K | Buy |
+17,587
| New | +$405K | 0.03% | 526 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 274 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 293 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 275 |
|