Wealth Management Associates’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-20,080
| Closed | -$324K | – | 183 |
|
|
2022
Q2 | $324K | Hold |
20,080
| – | – | 0.22% | 117 |
|
|
2022
Q1 | $463K | Buy |
20,080
+4,715
| +31% | +$109K | 0.26% | 100 |
|
|
2021
Q4 | $354K | Hold |
15,365
| – | – | 0.19% | 136 |
|
|
2021
Q3 | $370K | Hold |
15,365
| – | – | 0.22% | 119 |
|
|
2021
Q2 | $411K | Buy |
+15,365
| New | +$411K | 0.23% | 117 |
|