SSWM
IVZ icon

Sheets Smith Wealth Management’s Invesco IVZ Stock Holding History

Sheets Smith Wealth Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16,822
Closed -$612K – 267
2013
Q4 		$612K Buy
16,822
+2,758
+20% +$100K 0.17% 162
2013
Q3 		$449K Sell
14,064
-764
-5% -$24.4K 0.15% 171
2013
Q2 		$472K Buy
+14,828
New +$472K 0.16% 172