TD Ameritrade Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-550
| Closed | -$13K | – | 624 |
|
|
2022
Q1 | $13K | Buy |
+550
| New | +$13K | ﹤0.01% | 466 |
|
|
2021
Q4 | – | Sell |
-126
| Closed | -$1K | – | 665 |
|
|
2021
Q3 | $1K | Sell |
126
-395
| -76% | -$3.14K | ﹤0.01% | 622 |
|
|
2021
Q2 | $14K | Buy |
521
+520
| +52,000% | +$14K | ﹤0.01% | 425 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 628 |
|
|
2020
Q4 | $0 | Sell |
1
-125
| -99% | – | ﹤0.01% | 649 |
|
|
2020
Q3 | $1K | Sell |
126
-43,800
| -100% | -$348K | ﹤0.01% | 622 |
|
|
2020
Q2 | $473K | Sell |
43,926
-5,719
| -12% | -$61.6K | ﹤0.01% | 162 |
|
|
2020
Q1 | $451K | Buy |
+49,645
| New | +$451K | ﹤0.01% | 161 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | – | – | 672 |
|
|
2019
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 662 |
|
|
2019
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 600 |
|
|
2018
Q4 | $0 | Sell |
22
-58
| -73% | – | ﹤0.01% | 599 |
|
|
2018
Q3 | $2K | Sell |
80
-458
| -85% | -$11.5K | ﹤0.01% | 492 |
|
|
2018
Q2 | $14K | Buy |
+538
| New | +$14K | ﹤0.01% | 218 |
|