Univest Financial’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 |
-24,099
| Closed | -$408K | – | 116 |
|
|
2019
Q3 | $408K | Buy |
24,099
+1,002
| +4% | +$17K | 0.13% | 81 |
|
|
2019
Q2 | $473K | Sell |
23,097
-403
| -2% | -$8.25K | 0.15% | 75 |
|
|
2019
Q1 | $454K | Buy |
+23,500
| New | +$454K | 0.15% | 80 |
|
|
2018
Q4 | – | Sell |
-11,986
| Closed | -$274K | – | 118 |
|
|
2018
Q3 | $274K | Sell |
11,986
-174
| -1% | -$3.98K | 0.08% | 97 |
|
|
2018
Q2 | $323K | Buy |
+12,160
| New | +$323K | 0.13% | 84 |
|