RegentAtlantic Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $158K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $232K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $284K | Sell |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $403K | Sell |
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|
2017
Q4 | $510K | Sell |
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|
2017
Q3 | $491K | Sell |
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|
2017
Q2 | $527K | Sell |
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|
2017
Q1 | $472K | Buy |
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|
2016
Q4 | $448K | Buy |
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|
2016
Q3 | $453K | Hold |
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|
2016
Q2 | $370K | Sell |
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|
2016
Q1 | $450K | Buy |
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|
2015
Q4 | $339K | Buy |
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|
2015
Q3 | $303K | Sell |
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|
2015
Q2 | $373K | Hold |
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|
2015
Q1 | $395K | Sell |
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|
2014
Q4 | $398K | Hold |
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|
2014
Q3 | $398K | Buy |
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|
2014
Q2 | $366K | Buy |
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|
2014
Q1 | $350K | Sell |
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|
2013
Q4 | $357K | Hold |
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|
2013
Q3 | $313K | Sell |
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|
2013
Q2 | $363K | Buy |
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