Lombard Odier Asset Management (Switzerland)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,274
| Closed | -$329K | – | 279 |
|
|
2021
Q4 | $329K | Sell |
14,274
-8,410
| -37% | -$194K | 0.02% | 296 |
|
|
2021
Q3 | $521K | Buy |
22,684
+6,312
| +39% | +$145K | 0.03% | 190 |
|
|
2021
Q2 | $438K | Buy |
+16,372
| New | +$438K | 0.02% | 345 |
|
|
2020
Q4 | – | Sell |
-44,316
| Closed | -$506K | – | 241 |
|
|
2020
Q3 | $506K | Buy |
44,316
+10,837
| +32% | +$124K | 0.05% | 224 |
|
|
2020
Q2 | $360K | Sell |
33,479
-8,273
| -20% | -$89K | 0.06% | 124 |
|
|
2020
Q1 | $379K | Buy |
+41,752
| New | +$379K | 0.05% | 228 |
|