Townsend & Associates’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-64,537
Closed -$1.71M 163
2018
Q2
$1.71M Buy
64,537
+4,048
+7% +$108K 1.92% 24
2018
Q1
$1.94M Buy
60,489
+3,216
+6% +$103K 1.55% 25
2017
Q4
$2.09M Buy
+57,273
New +$2.09M 1.79% 11