Liberty Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-126
| Closed | -$3K | – | 641 |
|
|
2021
Q3 | $3K | Buy |
126
+1
| +0.8% | +$24 | ﹤0.01% | 1016 |
|
|
2021
Q2 | $3K | Sell |
125
-9
| -7% | -$216 | ﹤0.01% | 869 |
|
|
2021
Q1 | $2K | Hold |
134
| – | – | ﹤0.01% | 820 |
|
|
2020
Q4 | $2K | Buy |
134
+12
| +10% | +$179 | ﹤0.01% | 817 |
|
|
2020
Q3 | $1K | Buy |
122
+1
| +0.8% | +$8 | ﹤0.01% | 812 |
|
|
2020
Q2 | $1K | Sell |
121
-872
| -88% | -$7.21K | ﹤0.01% | 793 |
|
|
2020
Q1 | $9K | Sell |
993
-455
| -31% | -$4.12K | 0.01% | 482 |
|
|
2019
Q4 | $26K | Buy |
1,448
+24
| +2% | +$431 | 0.02% | 371 |
|
|
2019
Q3 | $24K | Buy |
+1,424
| New | +$24K | 0.02% | 371 |
|
|
2019
Q2 | – | Sell |
-883
| Closed | -$17K | – | 919 |
|
|
2019
Q1 | $17K | Buy |
883
+13
| +1% | +$250 | 0.01% | 370 |
|
|
2018
Q4 | $14K | Buy |
+870
| New | +$14K | 0.01% | 376 |
|