Sterneck Capital Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-13,987
Closed -$160K 80
2020
Q3
$160K Hold
13,987
0.14% 71
2020
Q2
$151K Buy
13,987
+612
+5% +$6.61K 0.14% 72
2020
Q1
$121K Buy
+13,375
New +$121K 0.12% 77