Virtue Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-58,956
| Closed | -$1.35M | – | 164 |
|
|
2018
Q3 | $1.35M | Buy |
58,956
+31,298
| +113% | +$716K | 0.29% | 96 |
|
|
2018
Q2 | $735K | Buy |
27,658
+5,577
| +25% | +$148K | 0.36% | 83 |
|
|
2018
Q1 | $685K | Buy |
22,081
+763
| +4% | +$23.7K | 0.36% | 87 |
|
|
2017
Q4 | $779K | Buy |
+21,318
| New | +$779K | 0.44% | 40 |
|