Tompkins Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
| Closed | -$3.36K | – | 604 |
|
|
2023
Q2 | $3.36K | Hold |
200
| – | – | ﹤0.01% | 545 |
|
|
2023
Q1 | $3.28K | Hold |
200
| – | – | ﹤0.01% | 565 |
|
|
2022
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 542 |
|
|
2015
Q2 | – | Sell |
-530
| Closed | -$21K | – | 522 |
|
|
2015
Q1 | $21K | Buy |
+530
| New | +$21K | 0.01% | 379 |
|