Nicholas Hoffman & Company’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $291K | Sell |
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|
2020
Q3 | $201K | Buy |
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|
2020
Q2 | $147K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $373K | Hold |
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|
2017
Q3 | $357K | Sell |
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|
2017
Q2 | $478K | Sell |
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|
2017
Q1 | $536K | Sell |
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|
2016
Q4 | $663K | Sell |
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|
2016
Q3 | $788K | Sell |
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|
2016
Q2 | $766K | Buy |
|