Lenox Wealth Management’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 |
-600
| Closed | -$11K | – | 732 |
|
|
2019
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 432 |
|
|
2019
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 449 |
|
|
2019
Q2 | $12K | Hold |
600
| – | – | ﹤0.01% | 409 |
|
|
2019
Q1 | $12K | Hold |
600
| – | – | ﹤0.01% | 423 |
|
|
2018
Q4 | $10K | Hold |
600
| – | – | ﹤0.01% | 390 |
|
|
2018
Q3 | $14K | Hold |
600
| – | – | ﹤0.01% | 369 |
|
|
2018
Q2 | $16K | Hold |
600
| – | – | 0.01% | 322 |
|
|
2018
Q1 | $19K | Hold |
600
| – | – | 0.01% | 298 |
|
|
2017
Q4 | $22K | Hold |
600
| – | – | 0.01% | 302 |
|
|
2017
Q3 | $21K | Hold |
600
| – | – | 0.01% | 320 |
|
|
2017
Q2 | $21K | Buy |
+600
| New | +$21K | 0.01% | 300 |
|