Placemark Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $3.02M | Sell |
76,553
-19,766
| -21% | -$781K | 0.05% | 433 |
|
|
2014
Q3 | $3.8M | Sell |
96,319
-3,013
| -3% | -$119K | 0.07% | 336 |
|
|
2014
Q2 | $3.75M | Sell |
99,332
-713
| -0.7% | -$26.9K | 0.07% | 355 |
|
|
2014
Q1 | $3.7M | Sell |
100,045
-3,242
| -3% | -$120K | 0.07% | 334 |
|
|
2013
Q4 | $3.76M | Sell |
103,287
-3,485
| -3% | -$127K | 0.06% | 368 |
|
|
2013
Q3 | $3.41M | Buy |
106,772
+21,329
| +25% | +$680K | 0.06% | 356 |
|
|
2013
Q2 | $2.72M | Buy |
+85,443
| New | +$2.72M | 0.06% | 392 |
|