Sowell Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-21,100
| Closed | -$340K | – | 436 |
|
|
2022
Q2 | $340K | Buy |
21,100
+635
| +3% | +$10.2K | 0.03% | 246 |
|
|
2022
Q1 | $358K | Buy |
20,465
+7,760
| +61% | +$136K | 0.06% | 150 |
|
|
2021
Q4 | $292K | Buy |
12,705
+2,128
| +20% | +$48.9K | 0.02% | 486 |
|
|
2021
Q3 | $255K | Buy |
+10,577
| New | +$255K | 0.02% | 460 |
|
|
2021
Q2 | – | Sell |
-9,355
| Closed | -$264K | – | 1628 |
|
|
2021
Q1 | $264K | Sell |
9,355
-17,562
| -65% | -$496K | 0.01% | 898 |
|
|
2020
Q4 | $469K | Buy |
26,917
+12,848
| +91% | +$224K | 0.02% | 542 |
|
|
2020
Q3 | $161K | Buy |
14,069
+1,997
| +17% | +$22.9K | 0.01% | 808 |
|
|
2020
Q2 | $130K | Sell |
12,072
-11,202
| -48% | -$121K | 0.01% | 883 |
|
|
2020
Q1 | $211K | Buy |
23,274
+22,058
| +1,814% | +$200K | 0.02% | 634 |
|
|
2019
Q4 | $22K | Sell |
1,216
-1,760
| -59% | -$31.8K | ﹤0.01% | 1402 |
|
|
2019
Q3 | $50K | Buy |
+2,976
| New | +$50K | ﹤0.01% | 999 |
|
|
2017
Q1 | – | Sell |
-125
| Closed | -$4K | – | 416 |
|
|
2016
Q4 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 551 |
|