Sonora Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$3.69K | ﹤0.01% | 1032 |
|
|
2018
Q4 | $12K | Buy |
720
+194
| +37% | +$3.23K | ﹤0.01% | 777 |
|
|
2018
Q3 | $12K | Buy |
526
+461
| +709% | +$10.5K | ﹤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 | +$2.38K | ﹤0.01% | 1039 |
|
|
2015
Q4 | – | Sell |
-137
| Closed | -$4K | – | 967 |
|
|
2015
Q3 | $4K | Buy |
+137
| New | +$4K | ﹤0.01% | 809 |
|