Turner Investments’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,590
| Closed | -$381K | – | 327 |
|
|
2015
Q1 | $381K | Buy |
9,590
+1,500
| +19% | +$59.6K | 0.07% | 255 |
|
|
2014
Q4 | $320K | Sell |
8,090
-38,950
| -83% | -$1.54M | 0.04% | 385 |
|
|
2014
Q3 | $1.86M | Buy |
47,040
+16,800
| +56% | +$663K | 0.11% | 269 |
|
|
2014
Q2 | $1.14M | Sell |
30,240
-17,720
| -37% | -$669K | 0.05% | 368 |
|
|
2014
Q1 | $1.77M | Buy |
+47,960
| New | +$1.77M | 0.05% | 360 |
|
|
2013
Q3 | – | Sell |
-117,320
| Closed | -$3.73M | – | 629 |
|
|
2013
Q2 | $3.73M | Buy |
+117,320
| New | +$3.73M | 0.05% | 364 |
|