Lee Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-185
| Closed | -$3.3K | – | 500 |
|
|
2023
Q4 | $3.3K | Buy |
+185
| New | +$3.3K | ﹤0.01% | 632 |
|
|
2023
Q1 | – | Sell |
-14
| Closed | -$252 | – | 878 |
|
|
2022
Q4 | $252 | Hold |
14
| – | – | ﹤0.01% | 866 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 912 |
|
|
2022
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 916 |
|
|
2021
Q4 | – | Sell |
-202
| Closed | -$5K | – | 928 |
|
|
2021
Q3 | $5K | Buy |
202
+1
| +0.5% | +$25 | ﹤0.01% | 491 |
|
|
2021
Q2 | $5K | Buy |
+201
| New | +$5K | ﹤0.01% | 461 |
|
|
2018
Q3 | – | Sell |
-52
| Closed | -$1K | – | 588 |
|
|
2018
Q2 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 754 |
|