Valeo Financial Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,006
| Closed | -$25K | – | 1089 |
|
|
2021
Q1 | $25K | Hold |
1,006
| – | – | ﹤0.01% | 1037 |
|
|
2020
Q4 | $18K | Sell |
1,006
-533
| -35% | -$9.54K | ﹤0.01% | 1024 |
|
|
2020
Q3 | $18K | Sell |
1,539
-538
| -26% | -$6.29K | ﹤0.01% | 906 |
|
|
2020
Q2 | $22K | Sell |
2,077
-163
| -7% | -$1.73K | ﹤0.01% | 972 |
|
|
2020
Q1 | $22K | Buy |
2,240
+1,238
| +124% | +$12.2K | ﹤0.01% | 837 |
|
|
2019
Q4 | $18K | Buy |
1,002
+344
| +52% | +$6.18K | ﹤0.01% | 930 |
|
|
2019
Q3 | $11K | Hold |
658
| – | – | ﹤0.01% | 993 |
|
|
2019
Q2 | $13K | Buy |
658
+125
| +23% | +$2.47K | ﹤0.01% | 954 |
|
|
2019
Q1 | $10K | Sell |
533
-841
| -61% | -$15.8K | ﹤0.01% | 958 |
|
|
2018
Q4 | $23K | Sell |
1,374
-710
| -34% | -$11.9K | ﹤0.01% | 671 |
|
|
2018
Q3 | $45K | Sell |
2,084
-15,677
| -88% | -$339K | 0.01% | 561 |
|
|
2018
Q2 | $440K | Buy |
17,761
+6,536
| +58% | +$162K | 0.06% | 181 |
|
|
2018
Q1 | $359K | Buy |
11,225
+5,650
| +101% | +$181K | 0.06% | 187 |
|
|
2017
Q4 | $204K | Buy |
5,575
+1,018
| +22% | +$37.3K | 0.03% | 241 |
|
|
2017
Q3 | $160K | Buy |
+4,557
| New | +$160K | 0.04% | 223 |
|