TRUE Private Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,425
| Closed | -$24K | – | 465 |
|
|
2020
Q4 | $24K | Hold |
1,425
| – | – | ﹤0.01% | 429 |
|
|
2020
Q3 | $16K | Hold |
1,425
| – | – | ﹤0.01% | 431 |
|
|
2020
Q2 | $15K | Hold |
1,425
| – | – | ﹤0.01% | 434 |
|
|
2020
Q1 | $12K | Hold |
1,425
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $25K | Buy |
+1,425
| New | +$25K | ﹤0.01% | 455 |
|
|
2019
Q3 | – | Sell |
-1,425
| Closed | -$29K | – | 478 |
|
|
2019
Q2 | $29K | Buy |
+1,425
| New | +$29K | ﹤0.01% | 408 |
|
|
2018
Q4 | – | Sell |
-1,556
| Closed | -$35.6K | – | 584 |
|
|
2018
Q3 | $35.6K | Buy |
+1,556
| New | +$35.6K | 0.01% | 515 |
|