Leuthold Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-99,384
| Closed | -$3.18M | – | 220 |
|
|
2018
Q1 | $3.18M | Sell |
99,384
-14,776
| -13% | -$473K | 0.36% | 108 |
|
|
2017
Q4 | $4.17M | Sell |
114,160
-2,416
| -2% | -$88.3K | 0.42% | 95 |
|
|
2017
Q3 | $4.09M | Sell |
116,576
-2,625
| -2% | -$92K | 0.41% | 98 |
|
|
2017
Q2 | $4.2M | Sell |
119,201
-4,148
| -3% | -$146K | 0.45% | 88 |
|
|
2017
Q1 | $3.78M | Sell |
123,349
-2,741
| -2% | -$84K | 0.41% | 106 |
|
|
2016
Q4 | $3.83M | Buy |
+126,090
| New | +$3.83M | 0.43% | 101 |
|
|
2015
Q3 | – | Sell |
-142,846
| Closed | -$5.36M | – | 200 |
|
|
2015
Q2 | $5.36M | Buy |
+142,846
| New | +$5.36M | 0.5% | 71 |
|