Retirement Design & Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
2016
Q2
$676K Sell
2016
Q1
$833K Sell
2015
Q4
$934K Sell
2015
Q3
$916K Buy
2015
Q2
$1.09M Hold
2015
Q1
$1.15M Buy
2014
Q4
$1.15M Buy