Secure Asset Management’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-27,544
| Closed | -$480K | – | 185 |
|
|
2020
Q4 | $480K | Sell |
27,544
-17,439
| -39% | -$304K | 0.28% | 74 |
|
|
2020
Q3 | $513K | Sell |
44,983
-32,562
| -42% | -$371K | 0.35% | 63 |
|
|
2020
Q2 | $834K | Sell |
77,545
-1,062
| -1% | -$11.4K | 0.59% | 40 |
|
|
2020
Q1 | $714K | Buy |
78,607
+19,660
| +33% | +$179K | 0.77% | 33 |
|
|
2019
Q4 | $1.06M | Buy |
+58,947
| New | +$1.06M | 0.75% | 34 |
|