TrueWealth LLC’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $4K | Hold |
375
| – | – | ﹤0.01% | 579 |
|
|
2020
Q1 | $3K | Hold |
375
| – | – | ﹤0.01% | 612 |
|
|
2019
Q4 | $7K | Hold |
375
| – | – | ﹤0.01% | 519 |
|
|
2019
Q3 | $6K | Hold |
375
| – | – | ﹤0.01% | 539 |
|
|
2019
Q2 | $8K | Hold |
375
| – | – | ﹤0.01% | 495 |
|
|
2019
Q1 | $7K | Hold |
375
| – | – | ﹤0.01% | 519 |
|
|
2018
Q4 | $6K | Hold |
375
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $9K | Buy |
375
+175
| +88% | +$4.2K | ﹤0.01% | 507 |
|
|
2018
Q2 | $5K | Sell |
200
-17
| -8% | -$425 | ﹤0.01% | 613 |
|
|
2018
Q1 | $7K | Hold |
217
| – | – | ﹤0.01% | 514 |
|
|
2017
Q4 | $8K | Buy |
+217
| New | +$8K | ﹤0.01% | 552 |
|