SevenBridge Financial Group’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,200	Closed	-$28K	–	580
2018 Q3	$28K	Sell	1,200 -7,010	-85%	-$164K	0.01%	300
2018 Q2	$218K	Sell	8,210 -775	-9%	-$20.6K	0.12%	130
2018 Q1	$288K	Buy	+8,985	New	+$288K	0.17%	108