Private Ocean’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-134
| Closed | -$2.22K | – | 655 |
|
|
2024
Q1 | $2.22K | Hold |
134
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $2.39K | Hold |
134
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $1.95K | Hold |
134
| – | – | ﹤0.01% | 445 |
|
|
2023
Q2 | $2.25K | Hold |
134
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $2.2K | Buy |
+134
| New | +$2.2K | ﹤0.01% | 521 |
|
|
2014
Q1 | – | Sell |
-3
| Closed | – | – | 213 |
|
|
2013
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 213 |
|