People's United Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-35,285
| Closed | -$812K | – | 650 |
|
|
2021
Q4 | $812K | Sell |
35,285
-73,620
| -68% | -$1.69M | 0.02% | 400 |
|
|
2021
Q3 | $2.63M | Buy |
108,905
+739
| +0.7% | +$17.8K | 0.06% | 219 |
|
|
2021
Q2 | $2.89M | Buy |
108,166
+2,449
| +2% | +$65.5K | 0.06% | 203 |
|
|
2021
Q1 | $2.67M | Buy |
+105,717
| New | +$2.67M | 0.06% | 206 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$9K | – | 721 |
|
|
2017
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 916 |
|
|
2017
Q1 | $8K | Sell |
250
-24,366
| -99% | -$780K | ﹤0.01% | 910 |
|
|
2016
Q4 | $747K | Sell |
24,616
-2,573
| -9% | -$78.1K | 0.03% | 385 |
|
|
2016
Q3 | $850K | Buy |
27,189
+570
| +2% | +$17.8K | 0.04% | 262 |
|
|
2016
Q2 | $680K | Sell |
26,619
-1,022
| -4% | -$26.1K | 0.04% | 284 |
|
|
2016
Q1 | $851K | Sell |
27,641
-2,045
| -7% | -$63K | 0.05% | 264 |
|
|
2015
Q4 | $994K | Buy |
29,686
+406
| +1% | +$13.6K | 0.05% | 243 |
|
|
2015
Q3 | $914K | Buy |
29,280
+921
| +3% | +$28.8K | 0.05% | 253 |
|
|
2015
Q2 | $1.06M | Buy |
28,359
+1,888
| +7% | +$70.8K | 0.06% | 243 |
|
|
2015
Q1 | $1.05M | Buy |
26,471
+8,228
| +45% | +$327K | 0.05% | 251 |
|
|
2014
Q4 | $720K | Buy |
18,243
+18,093
| +12,062% | +$714K | 0.04% | 309 |
|
|
2014
Q3 | $6K | Sell |
150
-350
| -70% | -$14K | ﹤0.01% | 717 |
|
|
2014
Q2 | $19K | Sell |
500
-225
| -31% | -$8.55K | ﹤0.01% | 653 |
|
|
2014
Q1 | $27K | Buy |
725
+150
| +26% | +$5.59K | ﹤0.01% | 585 |
|
|
2013
Q4 | $21K | Hold |
575
| – | – | ﹤0.01% | 608 |
|
|
2013
Q3 | $18K | Hold |
575
| – | – | ﹤0.01% | 622 |
|
|
2013
Q2 | $18K | Buy |
+575
| New | +$18K | ﹤0.01% | 587 |
|