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Sonora Investment Management’s Invesco IVZ Stock Holding History

Sonora Investment Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-526
Closed -$11K – 1774
2019
Q2 		$11K Hold
526
– – ﹤0.01% 1108
2019
Q1 		$10K Sell
526
-194
-27% -$3.63K ﹤0.01% 1032
2018
Q4 		$12K Buy
720
+194
+37% +$3.88K ﹤0.01% 777
2018
Q3 		$12K Buy
526
+461
+709% +$11.5K ﹤0.01% 796
2018
Q2 		$2K Hold
65
– – ﹤0.01% 1067
2018
Q1 		$2.08K Hold
65
– – ﹤0.01% 1056
2017
Q4 		$2.38K Buy
+65
New +$2.35K ﹤0.01% 1039
2015
Q4 		– Sell
-137
Closed -$4K – 967
2015
Q3 		$4K Buy
+137
New +$4.88K ﹤0.01% 810

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