Washington 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
Q1 | – | Sell |
-10,000
| Closed | -$365K | – | 104 |
|
|
2017
Q4 | $365K | Hold |
10,000
| – | – | 0.37% | 81 |
|
|
2017
Q3 | $350K | Sell |
10,000
-4,800
| -32% | -$168K | 0.37% | 80 |
|
|
2017
Q2 | $521K | Hold |
14,800
| – | – | 0.59% | 41 |
|
|
2017
Q1 | $453K | Hold |
14,800
| – | – | 0.53% | 53 |
|
|
2016
Q4 | $449K | Hold |
14,800
| – | – | 0.55% | 48 |
|
|
2016
Q3 | $463K | Hold |
14,800
| – | – | 0.64% | 44 |
|
|
2016
Q2 | $378K | Buy |
+14,800
| New | +$378K | 0.54% | 66 |
|