Orrstown Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-55
| Closed | -$1K | – | 271 |
|
|
2018
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 303 |
|
|
2018
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 305 |
|
|
2017
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 303 |
|
|
2017
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 296 |
|
|
2016
Q3 | – | Sell |
-124
| Closed | -$3K | – | 267 |
|
|
2016
Q2 | $3K | Hold |
124
| – | – | ﹤0.01% | 229 |
|
|
2016
Q1 | $4K | Sell |
124
-88
| -42% | -$2.84K | ﹤0.01% | 167 |
|
|
2015
Q4 | $7K | Hold |
212
| – | – | 0.01% | 179 |
|
|
2015
Q3 | $7K | Buy |
+212
| New | +$7K | 0.01% | 191 |
|