Pinnacle Summer Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $15K | Buy |
+450
| New | +$15K | ﹤0.01% | 505 |
|
|
2014
Q4 | – | Sell |
-838
| Closed | -$33K | – | 1046 |
|
|
2014
Q3 | $33K | Hold |
838
| – | – | ﹤0.01% | 599 |
|
|
2014
Q2 | $32K | Buy |
+838
| New | +$32K | ﹤0.01% | 568 |
|
|
2014
Q1 | – | Sell |
-347
| Closed | -$13K | – | 991 |
|
|
2013
Q4 | $13K | Buy |
+347
| New | +$13K | ﹤0.01% | 693 |
|