RPCA
Running Point Capital Advisors’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,000
| Closed | -$234K | – | 178 |
|
|
2022
Q4 | $234K | Hold |
13,000
| – | – | 0.14% | 91 |
|
|
2022
Q3 | $178K | Sell |
13,000
-45
| -0.3% | -$616 | 0.12% | 96 |
|
|
2022
Q2 | $210K | Sell |
13,045
-211
| -2% | -$3.4K | 0.13% | 93 |
|
|
2022
Q1 | $306K | Buy |
+13,256
| New | +$306K | 0.18% | 69 |
|