Money Concepts Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,688
| Closed | -$30.4K | – | 1728 |
|
|
2022
Q4 | $30.4K | Buy |
1,688
+1,013
| +150% | +$18.2K | ﹤0.01% | 1462 |
|
|
2022
Q3 | $9K | Buy |
675
+304
| +82% | +$4.05K | ﹤0.01% | 1073 |
|
|
2022
Q2 | $6K | Sell |
371
-305
| -45% | -$4.93K | ﹤0.01% | 1138 |
|
|
2022
Q1 | $16K | Buy |
+676
| New | +$16K | ﹤0.01% | 1712 |
|
|
2021
Q1 | $2.7M | Buy |
+107,043
| New | +$2.7M | 0.22% | 105 |
|