Toth Financial Advisory’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-500
| Closed | -$8K | – | 492 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 321 |
|
|
2019
Q2 | $10K | Buy |
500
+100
| +25% | +$2K | ﹤0.01% | 318 |
|
|
2019
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 313 |
|
|
2018
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $9K | Hold |
400
| – | – | ﹤0.01% | 314 |
|
|
2018
Q2 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 299 |
|