MAWCM
Mine & Arao Wealth Creation & Management’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-600
| Closed | -$10.7K | – | 388 |
|
|
2023
Q4 | $10.7K | Hold |
600
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $8.71K | Hold |
600
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $10.1K | Hold |
600
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $9.84K | Hold |
600
| – | – | 0.01% | 225 |
|
|
2022
Q4 | $10.8K | Hold |
600
| – | – | 0.01% | 212 |
|
|
2022
Q3 | $8K | Hold |
600
| – | – | 0.01% | 241 |
|
|
2022
Q2 | $10K | Hold |
600
| – | – | 0.01% | 226 |
|
|
2022
Q1 | $14K | Hold |
600
| – | – | 0.01% | 214 |
|
|
2021
Q4 | $14K | Hold |
600
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $14K | Hold |
600
| – | – | 0.01% | 218 |
|
|
2021
Q2 | $16K | Hold |
600
| – | – | 0.01% | 205 |
|
|
2021
Q1 | $15K | Hold |
600
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $10K | Hold |
600
| – | – | 0.01% | 205 |
|
|
2020
Q3 | $7K | Buy |
600
+200
| +50% | +$2.33K | 0.01% | 209 |
|
|
2020
Q2 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 214 |
|