Peloton Wealth Strategists’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $725K | Sell |
|
|||||
|
2018
Q2 | $1.12M | Sell |
|
|||||
|
2018
Q1 | $1.57M | Buy |
|
|||||
|
2017
Q4 | $1.75M | Sell |
|
|||||
|
2017
Q3 | $1.72M | Buy |
|
|||||
|
2017
Q2 | $1.69M | Buy |
|
|||||
|
2017
Q1 | $1.42M | Sell |
|
|||||
|
2016
Q4 | $1.7M | Sell |
|
|||||
|
2016
Q3 | $1.95M | Buy |
|
|||||
|
2016
Q1 | $1.84M | Buy |
|
|||||
|
2015
Q4 | $1.91M | Buy |
|
|||||
|
2015
Q3 | $1.54M | Buy |
|
|||||
|
2015
Q2 | $1.84M | Buy |
|
|||||
|
2015
Q1 | $1.93M | Buy |
|
|||||
|
2014
Q4 | $1.89M | Hold |
|
|||||
|
2014
Q3 | $1.89M | Sell |
|
|||||
|
2014
Q2 | $1.5M | Buy |
|
|||||
|
2014
Q1 | $1.76M | Buy |
|