Steward Financial Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4K | Buy |
+278
| New | +$4K | ﹤0.01% | 729 |
|
|
2023
Q2 | – | Sell |
-295
| Closed | -$4K | – | 730 |
|
|
2023
Q1 | $4K | Buy |
295
+209
| +243% | +$2.83K | ﹤0.01% | 357 |
|
|
2022
Q4 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 428 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | – | – | 694 |
|
|
2022
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 1159 |
|