Robert N. Shapiro’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $200K | Buy |
5,055
+1,005
| +25% | +$39.8K | 0.04% | 260 |
|
|
2014
Q3 | $160K | Buy |
4,050
+1,000
| +33% | +$39.5K | 0.03% | 303 |
|
|
2014
Q2 | $115K | Hold |
3,050
| – | – | 0.02% | 353 |
|
|
2014
Q1 | $113K | Sell |
3,050
-1,500
| -33% | -$55.6K | 0.02% | 352 |
|
|
2013
Q4 | $166K | Buy |
4,550
+2,450
| +117% | +$89.4K | 0.03% | 284 |
|
|
2013
Q3 | $67K | Sell |
2,100
-4,140
| -66% | -$132K | 0.01% | 507 |
|
|
2013
Q2 | $198K | Buy |
+6,240
| New | +$198K | 0.04% | 261 |
|