Waverly Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-659
| Closed | -$21K | – | 260 |
|
|
2015
Q3 | $21K | Buy |
+659
| New | +$21K | 0.01% | 261 |
|
|
2014
Q4 | – | Sell |
-7,391
| Closed | -$292K | – | 545 |
|
|
2014
Q3 | $292K | Hold |
7,391
| – | – | 0.16% | 80 |
|
|
2014
Q2 | $279K | Hold |
7,391
| – | – | 0.12% | 89 |
|
|
2014
Q1 | $273K | Buy |
7,391
+205
| +3% | +$7.57K | 0.12% | 89 |
|
|
2013
Q4 | $262K | Buy |
+7,186
| New | +$262K | 0.09% | 123 |
|