SFWA
Summit Financial Wealth Advisors’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-9,140
| Closed | -$320K | – | 148 |
|
|
2017
Q3 | $320K | Sell |
9,140
-3,952
| -30% | -$138K | 0.12% | 106 |
|
|
2017
Q2 | $461K | Sell |
13,092
-930
| -7% | -$32.7K | 0.18% | 94 |
|
|
2017
Q1 | $430K | Sell |
14,022
-605
| -4% | -$18.6K | 0.19% | 97 |
|
|
2016
Q4 | $444K | Sell |
14,627
-2,270
| -13% | -$68.9K | 0.2% | 97 |
|
|
2016
Q3 | $528K | Sell |
16,897
-1,240
| -7% | -$38.7K | 0.23% | 91 |
|
|
2016
Q2 | $463K | Sell |
18,137
-1,308
| -7% | -$33.4K | 0.19% | 91 |
|
|
2016
Q1 | $598K | Buy |
19,445
+199
| +1% | +$6.12K | 0.26% | 75 |
|
|
2015
Q4 | $644K | Buy |
+19,246
| New | +$644K | 0.29% | 67 |
|