P.J. Schmidt Investment Management (PJS)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
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|
2016
Q3 | $279K | Sell |
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|
2016
Q2 | $866K | Sell |
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|
2016
Q1 | $1.07M | Sell |
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|
2015
Q4 | $2.76M | Buy |
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|
2015
Q3 | $2.43M | Buy |
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|
2015
Q2 | $2.6M | Buy |
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|
2015
Q1 | $2.58M | Buy |
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|
2014
Q4 | $2.55M | Buy |
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|
2014
Q3 | $2.33M | Buy |
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|
2014
Q2 | $2.2M | Buy |
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|
2014
Q1 | $2.09M | Buy |
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|
2013
Q4 | $1.6M | Buy |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $515K | Buy |
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