Middleton & Co’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-22,125	Closed	-$708K	–	151
2018 Q1	$708K	Hold	22,125	–	–	0.13%	115
2017 Q4	$808K	Sell	22,125 -1,100	-5%	-$40.2K	0.14%	115
2017 Q3	$814K	Buy	+23,225	New	+$814K	0.15%	113