Laurel Wealth Advisors (North Carolina)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-200
| Closed | -$4K | – | 539 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 457 |
|
|
2019
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 422 |
|
|
2018
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 443 |
|