Mosaic Family Wealth’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-145
| Closed | -$3K | – | 388 |
|
|
2019
Q1 | $3K | Sell |
145
-53
| -27% | -$1.1K | ﹤0.01% | 615 |
|
|
2018
Q4 | $3K | Hold |
198
| – | – | ﹤0.01% | 575 |
|
|
2018
Q3 | $4K | Sell |
198
-2,087
| -91% | -$42.2K | ﹤0.01% | 570 |
|
|
2018
Q2 | $61K | Sell |
2,285
-34
| -1% | -$908 | 0.02% | 284 |
|
|
2018
Q1 | $74K | Buy |
2,319
+261
| +13% | +$8.33K | 0.03% | 259 |
|
|
2017
Q4 | $75K | Buy |
2,058
+1,958
| +1,958% | +$71.4K | 0.03% | 272 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 597 |
|
|
2017
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 645 |
|