Patriot Financial Group Insurance Agency’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,070
| Closed | -$17K | – | 1171 |
|
|
2022
Q2 | $17K | Sell |
1,070
-781
| -42% | -$12.4K | ﹤0.01% | 1064 |
|
|
2022
Q1 | $43K | Sell |
1,851
-2,522
| -58% | -$58.6K | 0.01% | 826 |
|
|
2021
Q4 | $101K | Sell |
4,373
-4,693
| -52% | -$108K | 0.02% | 653 |
|
|
2021
Q3 | $219K | Buy |
9,066
+8,006
| +755% | +$193K | 0.04% | 432 |
|
|
2021
Q2 | $28K | Hold |
1,060
| – | – | 0.01% | 1045 |
|
|
2021
Q1 | $27K | Sell |
1,060
-200
| -16% | -$5.09K | 0.01% | 985 |
|
|
2020
Q4 | $22K | Buy |
1,260
+300
| +31% | +$5.24K | 0.01% | 941 |
|
|
2020
Q3 | $11K | Sell |
960
-266
| -22% | -$3.05K | ﹤0.01% | 1002 |
|
|
2020
Q2 | $13K | Buy |
1,226
+960
| +361% | +$10.2K | 0.01% | 882 |
|
|
2020
Q1 | $2K | Buy |
+266
| New | +$2K | ﹤0.01% | 1306 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1321 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1132 |
|