Sun Life Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,137
| Closed | -$95K | – | 618 |
|
|
2018
Q3 | $95K | Hold |
4,137
| – | – | 0.02% | 343 |
|
|
2018
Q2 | $110K | Buy |
4,137
+4,005
| +3,034% | +$106K | 0.02% | 313 |
|
|
2018
Q1 | $4.14K | Sell |
132
-4,005
| -97% | -$126K | 0.04% | 151 |
|
|
2017
Q4 | $151K | Hold |
4,137
| – | – | 0.02% | 164 |
|
|
2017
Q3 | $145K | Buy |
+4,137
| New | +$145K | 0.01% | 283 |
|