Moneta Group Investment Advisors’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 |
-650
| Closed | -$21K | – | 513 |
|
|
2018
Q1 | $21K | Buy |
+650
| New | +$21K | ﹤0.01% | 395 |
|
|
2015
Q4 | – | Sell |
-662
| Closed | -$21K | – | 278 |
|
|
2015
Q3 | $21K | Buy |
+662
| New | +$21K | 0.01% | 316 |
|
|
2015
Q2 | – | Sell |
-11,000
| Closed | -$437K | – | 141 |
|
|
2015
Q1 | $437K | Hold |
11,000
| – | – | 0.19% | 95 |
|
|
2014
Q4 | $435K | Hold |
11,000
| – | – | 0.21% | 83 |
|
|
2014
Q3 | $434K | Hold |
11,000
| – | – | 0.23% | 74 |
|
|
2014
Q2 | $415K | Hold |
11,000
| – | – | 0.22% | 75 |
|
|
2014
Q1 | $407K | Hold |
11,000
| – | – | 0.24% | 69 |
|
|
2013
Q4 | $400K | Hold |
11,000
| – | – | 0.24% | 72 |
|
|
2013
Q3 | $351K | Hold |
11,000
| – | – | 0.23% | 78 |
|
|
2013
Q2 | $350K | Buy |
+11,000
| New | +$350K | 0.25% | 72 |
|