Wagner Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-39
| Closed | -$1K | – | 434 |
|
|
2021
Q4 | $1K | Buy |
39
+1
| +3% | +$26 | ﹤0.01% | 659 |
|
|
2021
Q3 | $1K | Hold |
38
| – | – | ﹤0.01% | 624 |
|
|
2021
Q2 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 664 |
|
|
2018
Q3 | $1K | Hold |
54
| – | – | ﹤0.01% | 624 |
|
|
2018
Q2 | $1K | Hold |
54
| – | – | ﹤0.01% | 592 |
|
|
2018
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 482 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 394 |
|