SCP
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Scoria Capital Partners’s Invesco IVZ Stock Holding History

Scoria Capital Partners’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-18,200
Closed -$560K – 21
2016
Q1 		$560K Buy
+18,200
New +$525K 0.41% 60
2015
Q4 		– Sell
-27,900
Closed -$871K – 137
2015
Q3 		$871K Buy
+27,900
New +$993K 0.25% 104
2015
Q2 		– Sell
-140,000
Closed -$5.56M – 163
2015
Q1 		$5.56M Buy
140,000
+100,000
+250% +$3.91M 1.71% 10
2014
Q4 		$1.58M Buy
+40,000
New +$1.58M 0.75% 54

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