Sargent Bickham Lagudis’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-744
| Closed | -$23K | – | 787 |
|
|
2017
Q1 | $23K | Hold |
744
| – | – | ﹤0.01% | 471 |
|
|
2016
Q4 | $23K | Hold |
744
| – | – | ﹤0.01% | 444 |
|
|
2016
Q3 | $23 | Hold |
744
| – | – | ﹤0.01% | 461 |
|
|
2016
Q2 | $19K | Sell |
744
-250
| -25% | -$6.38K | ﹤0.01% | 465 |
|
|
2016
Q1 | $31K | Buy |
+994
| New | +$31K | 0.01% | 427 |
|