Schubert & Co’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-105
| Closed | -$1.72K | – | 770 |
|
|
2023
Q1 | $1.72K | Sell |
105
-48
| -31% | -$787 | ﹤0.01% | 976 |
|
|
2022
Q4 | $2.75K | Buy |
153
+45
| +42% | +$809 | ﹤0.01% | 705 |
|
|
2022
Q3 | $1K | Buy |
108
+6
| +6% | +$56 | ﹤0.01% | 1136 |
|
|
2022
Q2 | $2K | Buy |
102
+57
| +127% | +$1.12K | ﹤0.01% | 796 |
|
|
2022
Q1 | $1K | Sell |
45
-38
| -46% | -$844 | ﹤0.01% | 749 |
|
|
2021
Q4 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 382 |
|