Piedmont Investment Advisors’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 |
-8,418
| Closed | -$224K | – | 1656 |
|
|
2018
Q2 | $224K | Buy |
+8,418
| New | +$224K | 0.01% | 775 |
|
|
2017
Q1 | – | Sell |
-1,154
| Closed | -$35K | – | 523 |
|
|
2016
Q4 | $35K | Buy |
1,154
+1,149
| +22,980% | +$34.9K | ﹤0.01% | 490 |
|
|
2016
Q3 | $156 | Hold |
5
| – | – | ﹤0.01% | 621 |
|
|
2016
Q2 | $127 | Buy |
+5
| New | +$127 | ﹤0.01% | 603 |
|