Virtus Investment Advisers’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,421
| Closed | -$746K | – | 231 |
|
|
2017
Q4 | $746K | Sell |
20,421
-1,019
| -5% | -$37.2K | 0.08% | 242 |
|
|
2017
Q3 | $750K | Buy |
21,440
+15,354
| +252% | +$537K | 0.08% | 255 |
|
|
2017
Q2 | $214K | Sell |
6,086
-2,744
| -31% | -$96.5K | 0.02% | 415 |
|
|
2017
Q1 | $270K | Sell |
8,830
-1,267
| -13% | -$38.7K | 0.02% | 380 |
|
|
2016
Q4 | $306K | Buy |
10,097
+6,688
| +196% | +$203K | 0.02% | 403 |
|
|
2016
Q3 | $107K | Buy |
+3,409
| New | +$107K | 0.01% | 491 |
|