Prism Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-229,715
| Closed | -$2.09M | – | 60 |
|
|
2020
Q1 | $2.09M | Buy |
229,715
+77,890
| +51% | +$707K | 1.35% | 26 |
|
|
2019
Q4 | $2.73M | Buy |
151,825
+14,383
| +10% | +$259K | 1.38% | 20 |
|
|
2019
Q3 | $2.33M | Buy |
137,442
+8,988
| +7% | +$152K | 1.3% | 25 |
|
|
2019
Q2 | $2.63M | Sell |
128,454
-10,055
| -7% | -$206K | 1.5% | 16 |
|
|
2019
Q1 | $2.68M | Buy |
+138,509
| New | +$2.68M | 1.54% | 14 |
|