Pinnacle Wealth Management Advisory Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-10,959
| Closed | -$186K | – | 190 |
|
|
2019
Q3 | $186K | Buy |
+10,959
| New | +$186K | 0.08% | 171 |
|
|
2019
Q2 | – | Sell |
-10,314
| Closed | -$199K | – | 189 |
|
|
2019
Q1 | $199K | Buy |
+10,314
| New | +$199K | 0.09% | 176 |
|
|
2018
Q4 | – | Sell |
-9,836
| Closed | -$225K | – | 168 |
|
|
2018
Q3 | $225K | Sell |
9,836
-3,294
| -25% | -$75.4K | 0.11% | 140 |
|
|
2018
Q2 | $349K | Buy |
13,130
+4,747
| +57% | +$126K | 0.19% | 105 |
|
|
2018
Q1 | $268K | Sell |
8,383
-98
| -1% | -$3.13K | 0.15% | 115 |
|
|
2017
Q4 | $310K | Buy |
8,481
+316
| +4% | +$11.6K | 0.17% | 111 |
|
|
2017
Q3 | $286K | Buy |
8,165
+775
| +10% | +$27.1K | 0.17% | 119 |
|
|
2017
Q2 | $260K | Buy |
+7,390
| New | +$260K | 0.16% | 122 |
|