Signature Wealth Management Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-100,343
| Closed | -$1.8M | – | 74 |
|
|
2019
Q4 | $1.8M | Sell |
100,343
-593
| -0.6% | -$10.7K | 1.14% | 40 |
|
|
2019
Q3 | $1.71M | Sell |
100,936
-582
| -0.6% | -$9.86K | 1.13% | 40 |
|
|
2019
Q2 | $2.13M | Sell |
101,518
-783
| -0.8% | -$16.4K | 1.42% | 38 |
|
|
2019
Q1 | $1.98M | Sell |
102,301
-162
| -0.2% | -$3.13K | 1.38% | 39 |
|
|
2018
Q4 | $1.72M | Sell |
102,463
-2,720
| -3% | -$45.5K | 1.33% | 38 |
|
|
2018
Q3 | $2.23M | Buy |
105,183
+6,497
| +7% | +$138K | 1.66% | 35 |
|
|
2018
Q2 | $2.62M | Buy |
98,686
+854
| +0.9% | +$22.7K | 1.94% | 27 |
|
|
2018
Q1 | $3.13M | Buy |
97,832
+1,952
| +2% | +$62.5K | 2.42% | 10 |
|
|
2017
Q4 | $3.5M | Buy |
+95,880
| New | +$3.5M | 2.57% | 10 |
|