M Holdings Securities’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 |
-13,020
| Closed | -$234K | – | 240 |
|
|
2019
Q4 | $234K | Buy |
+13,020
| New | +$234K | 0.07% | 153 |
|
|
2019
Q3 | – | Sell |
-10,380
| Closed | -$212K | – | 167 |
|
|
2019
Q2 | $212K | Hold |
10,380
| – | – | 0.07% | 156 |
|
|
2019
Q1 | $200K | Sell |
10,380
-200
| -2% | -$3.85K | 0.05% | 346 |
|
|
2018
Q4 | $177K | Sell |
10,580
-470
| -4% | -$7.86K | 0.05% | 310 |
|
|
2018
Q3 | $253K | Buy |
+11,050
| New | +$253K | 0.07% | 298 |
|