SeaCrest Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,208
| Closed | -$184K | – | 542 |
|
|
2019
Q4 | $184K | Buy |
+10,208
| New | +$184K | 0.03% | 519 |
|
|
2019
Q2 | – | Sell |
-411
| Closed | -$8K | – | 1182 |
|
|
2019
Q1 | $8K | Sell |
411
-1,173
| -74% | -$22.8K | ﹤0.01% | 1596 |
|
|
2018
Q4 | $27K | Buy |
1,584
+1,000
| +171% | +$17K | 0.01% | 1115 |
|
|
2018
Q3 | $13K | Sell |
584
-1,330
| -69% | -$29.6K | ﹤0.01% | 1541 |
|
|
2018
Q2 | $51K | Sell |
1,914
-310
| -14% | -$8.26K | 0.01% | 978 |
|
|
2018
Q1 | $71K | Sell |
2,224
-433
| -16% | -$13.8K | 0.01% | 815 |
|
|
2017
Q4 | $97K | Buy |
+2,657
| New | +$97K | 0.02% | 726 |
|