Sierra Capital’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-47
| Closed | -$1K | – | 376 |
|
|
2022
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 595 |
|
|
2022
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 604 |
|
|
2022
Q2 | $1K | Sell |
47
-13
| -22% | -$277 | ﹤0.01% | 665 |
|
|
2022
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 770 |
|
|
2021
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 784 |
|