Squar Milner Financial Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-171
| Closed | -$1K | – | 466 |
|
|
2020
Q1 | $1K | Hold |
171
| – | – | ﹤0.01% | 720 |
|
|
2019
Q4 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 695 |
|
|
2019
Q3 | – | Sell |
-171
| Closed | -$3K | – | 459 |
|
|
2019
Q2 | $3K | Hold |
171
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $3K | Hold |
171
| – | – | ﹤0.01% | 729 |
|
|
2018
Q4 | $3K | Hold |
171
| – | – | ﹤0.01% | 648 |
|
|
2018
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 647 |
|
|
2018
Q2 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 698 |
|