RGT Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-54,720
| Closed | -$1.75M | – | 58 |
|
|
2018
Q1 | $1.75M | Buy |
54,720
+15,115
| +38% | +$484K | 0.84% | 19 |
|
|
2017
Q4 | $1.45M | Hold |
39,605
| – | – | 0.78% | 21 |
|
|
2017
Q3 | $1.39M | Sell |
39,605
-59
| -0.1% | -$2.07K | 0.92% | 19 |
|
|
2017
Q2 | $1.4M | Buy |
39,664
+59
| +0.1% | +$2.08K | 0.96% | 18 |
|
|
2017
Q1 | $1.21M | Buy |
39,605
+16,577
| +72% | +$508K | 0.82% | 18 |
|
|
2016
Q4 | $699K | Hold |
23,028
| – | – | 0.39% | 36 |
|
|
2016
Q3 | $720K | Buy |
+23,028
| New | +$720K | 0.45% | 32 |
|