LBA Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5K | Sell |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $18K | Buy |
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|
2015
Q3 | $5K | Sell |
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|
2015
Q2 | $56K | Sell |
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|
2015
Q1 | $122K | Sell |
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|
2014
Q4 | $146K | Hold |
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|
2014
Q3 | $145K | Hold |
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|
2014
Q2 | $139K | Buy |
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|
2014
Q1 | $125K | Hold |
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|
2013
Q4 | $123K | Buy |
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