Shelton Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-9,710
| Closed | -$355K | – | 863 |
|
|
2017
Q4 | $355K | Sell |
9,710
-104,800
| -92% | -$3.83M | 0.02% | 500 |
|
|
2017
Q3 | $4.01M | Buy |
114,510
+9,200
| +9% | +$322K | 0.27% | 87 |
|
|
2017
Q2 | $3.71M | Buy |
105,310
+61,300
| +139% | +$2.16M | 0.26% | 84 |
|
|
2017
Q1 | $1.35M | Buy |
+44,010
| New | +$1.35M | 0.09% | 186 |
|