Mariner Independent Advisor Network’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,660
| Closed | -$541K | – | 565 |
|
|
2022
Q1 | $541K | Sell |
23,660
-2,542
| -10% | -$58.1K | 0.02% | 435 |
|
|
2021
Q4 | $607K | Buy |
+26,202
| New | +$607K | 0.03% | 383 |
|
|
2021
Q3 | – | Sell |
-68,403
| Closed | -$1.83M | – | 504 |
|
|
2021
Q2 | $1.83M | Sell |
68,403
-45,894
| -40% | -$1.23M | 0.08% | 253 |
|
|
2021
Q1 | $2.88M | Buy |
+114,297
| New | +$2.88M | 0.15% | 149 |
|
|
2020
Q1 | – | Sell |
-16,721
| Closed | -$301K | – | 381 |
|
|
2019
Q4 | $301K | Buy |
+16,721
| New | +$301K | 0.02% | 348 |
|