Midas Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-39,000
| Closed | -$1.43M | – | 129 |
|
|
2017
Q4 | $1.43M | Hold |
39,000
| – | – | 0.57% | 92 |
|
|
2017
Q3 | $1.37M | Hold |
39,000
| – | – | 0.72% | 74 |
|
|
2017
Q2 | $1.37M | Hold |
39,000
| – | – | 0.73% | 68 |
|
|
2017
Q1 | $1.19M | Hold |
39,000
| – | – | 0.63% | 79 |
|
|
2016
Q4 | $1.18M | Hold |
39,000
| – | – | 0.56% | 91 |
|
|
2016
Q3 | $1.22M | Hold |
39,000
| – | – | 0.75% | 63 |
|
|
2016
Q2 | $996K | Hold |
39,000
| – | – | 0.56% | 90 |
|
|
2016
Q1 | $1.2M | Hold |
39,000
| – | – | 0.62% | 68 |
|
|
2015
Q4 | $1.31M | Hold |
39,000
| – | – | 0.78% | 61 |
|
|
2015
Q3 | $1.22M | Hold |
39,000
| – | – | 0.79% | 68 |
|
|
2015
Q2 | $1.46M | Hold |
39,000
| – | – | 0.79% | 72 |
|
|
2015
Q1 | $1.55M | Buy |
+39,000
| New | +$1.55M | 0.77% | 70 |
|
|
2014
Q2 | – | Sell |
-25,402
| Closed | -$940K | – | 135 |
|
|
2014
Q1 | $940K | Hold |
25,402
| – | – | 0.44% | 106 |
|
|
2013
Q4 | $925K | Buy |
25,402
+5,402
| +27% | +$197K | 0.44% | 107 |
|
|
2013
Q3 | $638K | Hold |
20,000
| – | – | 0.41% | 106 |
|
|
2013
Q2 | $636K | Buy |
+20,000
| New | +$636K | 0.42% | 104 |
|