Nikko Asset Management Americas’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,900
| Closed | -$137K | – | 176 |
|
|
2017
Q4 | $137K | Hold |
3,900
| – | – | ﹤0.01% | 195 |
|
|
2017
Q3 | $137K | Hold |
3,900
| – | – | 0.01% | 218 |
|
|
2017
Q2 | $137K | Hold |
3,900
| – | – | 0.01% | 245 |
|
|
2017
Q1 | $119K | Sell |
3,900
-7,700
| -66% | -$235K | 0.01% | 251 |
|
|
2016
Q4 | $352K | Buy |
+11,600
| New | +$352K | 0.03% | 194 |
|