USCA RIA’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $191K | Sell |
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|
2020
Q1 | $3.01M | Buy |
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|
2019
Q4 | $4.48M | Buy |
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|
2019
Q3 | $3.69M | Buy |
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|
2019
Q2 | $3.37M | Sell |
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|
2019
Q1 | $5.28M | Buy |
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|
2018
Q4 | $1.34M | Sell |
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|
2018
Q3 | $2.08M | Sell |
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|
2018
Q2 | $4.07M | Buy |
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|
2018
Q1 | $1.87M | Buy |
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|
2017
Q4 | $1.51M | Sell |
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|
2017
Q3 | $1.51M | Hold |
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|
2017
Q2 | $1.51M | Buy |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $801K | Buy |
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|
2016
Q3 | $656K | Buy |
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|
2016
Q2 | $484K | Sell |
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|
2016
Q1 | $1.55M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $1.11M | Buy |
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|
2015
Q2 | $1.18M | Buy |
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