Sigma Planning Corp’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $8.35M | Buy |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $335K | Buy |
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|
2020
Q1 | $231K | Buy |
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|
2019
Q4 | $377K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $263K | Sell |
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|
2017
Q3 | $254K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $357K | Sell |
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|
2015
Q4 | $413K | Buy |
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|
2015
Q3 | $335K | Sell |
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|
2015
Q2 | $455K | Buy |
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|
2015
Q1 | $368K | Buy |
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