Sumitomo Mitsui Financial Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-70,621
| Closed | -$1.17M | – | 110 |
|
|
2018
Q4 | $1.17M | Buy |
70,621
+8,609
| +14% | +$143K | 0.07% | 53 |
|
|
2018
Q3 | $1.42M | Sell |
62,012
-906
| -1% | -$20.7K | 0.12% | 47 |
|
|
2018
Q2 | $1.67M | Buy |
62,918
+18,037
| +40% | +$479K | 0.17% | 40 |
|
|
2018
Q1 | $1.44M | Buy |
44,881
+7,295
| +19% | +$234K | 0.13% | 45 |
|
|
2017
Q4 | $1.37M | Buy |
37,586
+802
| +2% | +$29.3K | 0.18% | 39 |
|
|
2017
Q3 | $1.29M | Buy |
36,784
+2,432
| +7% | +$85.2K | 0.15% | 45 |
|
|
2017
Q2 | $1.21M | Buy |
34,352
+1,116
| +3% | +$39.3K | 0.25% | 39 |
|
|
2017
Q1 | $1.02M | Sell |
33,236
-1,217
| -4% | -$37.3K | 0.19% | 22 |
|
|
2016
Q4 | $1.05M | Buy |
+34,453
| New | +$1.05M | 0.24% | 22 |
|