Sutton Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-13
| Closed | -$178 | – | 1696 |
|
2022
Q3 | $178 | Hold |
13
| – | – | ﹤0.01% | 1562 |
|
2022
Q2 | $210 | Buy |
13
+6
| +86% | +$97 | ﹤0.01% | 1572 |
|
2022
Q1 | $161 | Buy |
+7
| New | +$161 | ﹤0.01% | 1584 |
|
2020
Q1 | – | Sell |
-81
| Closed | -$1.46K | – | 1235 |
|
2019
Q4 | $1.46K | Hold |
81
| – | – | ﹤0.01% | 1090 |
|
2019
Q3 | $1.37K | Hold |
81
| – | – | ﹤0.01% | 1092 |
|
2019
Q2 | $1.66K | Hold |
81
| – | – | ﹤0.01% | 1070 |
|
2019
Q1 | $1.56K | Hold |
81
| – | – | ﹤0.01% | 1078 |
|
2018
Q4 | $1.36K | Hold |
81
| – | – | ﹤0.01% | 1023 |
|
2018
Q3 | $1.85K | Hold |
81
| – | – | ﹤0.01% | 1002 |
|
2018
Q2 | $2.15K | Hold |
81
| – | – | ﹤0.01% | 1004 |
|
2018
Q1 | $2.59K | Hold |
81
| – | – | ﹤0.01% | 985 |
|
2017
Q4 | $2.96K | Hold |
81
| – | – | ﹤0.01% | 941 |
|
2017
Q3 | $2.84K | Hold |
81
| – | – | ﹤0.01% | 929 |
|
2017
Q2 | $2.85K | Hold |
81
| – | – | ﹤0.01% | 932 |
|
2017
Q1 | $2.48K | Hold |
81
| – | – | ﹤0.01% | 922 |
|
2016
Q4 | $2.46K | Hold |
81
| – | – | ﹤0.01% | 915 |
|
2016
Q3 | $2.53K | Hold |
81
| – | – | ﹤0.01% | 905 |
|
2016
Q2 | $2.07K | Hold |
81
| – | – | ﹤0.01% | 883 |
|
2016
Q1 | $2.49K | Buy |
+81
| New | +$2.49K | ﹤0.01% | 857 |
|