North Star Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28
| Closed | -$407 | – | 1249 |
|
|
2023
Q3 | $407 | Hold |
28
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q2 | $471 | Hold |
28
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q1 | $459 | Hold |
28
| – | – | ﹤0.01% | 1241 |
|
|
2022
Q4 | $504 | Buy |
+28
| New | +$504 | ﹤0.01% | 1238 |
|
|
2017
Q2 | – | Sell |
-28
| Closed | -$1K | – | 1094 |
|
|
2017
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1013 |
|