Sageworth Trust’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-650
| Closed | -$7K | – | 213 |
|
|
2020
Q3 | $7K | Buy |
650
+622
| +2,221% | +$6.7K | ﹤0.01% | 148 |
|
|
2020
Q2 | $0 | Buy |
+28
| New | – | ﹤0.01% | 284 |
|
|
2017
Q3 | – | Sell |
-1,950
| Closed | -$69K | – | 90 |
|
|
2017
Q2 | $69K | Buy |
+1,950
| New | +$69K | 0.01% | 48 |
|