SteelPeak Wealth’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-33,182
Closed -$357K 274
2020
Q2
$357K Buy
33,182
+5,204
+19% +$56K 0.05% 190
2020
Q1
$254K Buy
27,978
+8,439
+43% +$76.6K 0.04% 186
2019
Q4
$351K Buy
+19,539
New +$351K 0.05% 190