Lehman Financial Resources’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-640
| Closed | -$19K | – | 198 |
|
|
2015
Q3 | $19K | Sell |
640
-270
| -30% | -$8.02K | 0.01% | 254 |
|
|
2015
Q2 | $34K | Hold |
910
| – | – | 0.02% | 196 |
|
|
2015
Q1 | $36K | Buy |
910
+200
| +28% | +$7.91K | 0.02% | 189 |
|
|
2014
Q4 | $28K | Sell |
710
-200
| -22% | -$7.89K | 0.01% | 194 |
|
|
2014
Q3 | $36K | Hold |
910
| – | – | 0.02% | 179 |
|
|
2014
Q2 | $34K | Buy |
910
+400
| +78% | +$14.9K | 0.02% | 178 |
|
|
2014
Q1 | $19K | Buy |
510
+270
| +113% | +$10.1K | 0.01% | 231 |
|
|
2013
Q4 | $9K | Hold |
240
| – | – | 0.01% | 282 |
|
|
2013
Q3 | $8K | Hold |
240
| – | – | 0.01% | 278 |
|
|
2013
Q2 | $8K | Buy |
+240
| New | +$8K | 0.01% | 241 |
|