Wealthfront’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $687K | Buy |
+30,033
| New | +$687K | 0.01% | 332 |
|
|
2018
Q2 | – | Sell |
-6,690
| Closed | -$214K | – | 513 |
|
|
2018
Q1 | $214K | Sell |
6,690
-1,523
| -19% | -$48.7K | ﹤0.01% | 485 |
|
|
2017
Q4 | $300K | Buy |
8,213
+533
| +7% | +$19.5K | ﹤0.01% | 429 |
|
|
2017
Q3 | $269K | Sell |
7,680
-791
| -9% | -$27.7K | ﹤0.01% | 442 |
|
|
2017
Q2 | $298K | Buy |
+8,471
| New | +$298K | ﹤0.01% | 383 |
|
|
2016
Q4 | – | Sell |
-6,499
| Closed | -$203K | – | 392 |
|
|
2016
Q3 | $203K | Buy |
+6,499
| New | +$203K | ﹤0.01% | 363 |
|
|
2015
Q4 | – | Sell |
-2,565
| Closed | -$80K | – | 661 |
|
|
2015
Q3 | $80K | Sell |
2,565
-3,397
| -57% | -$106K | ﹤0.01% | 446 |
|
|
2015
Q2 | $224K | Sell |
5,962
-1,092
| -15% | -$41K | 0.01% | 240 |
|
|
2015
Q1 | $280K | Buy |
7,054
+1,678
| +31% | +$66.6K | 0.01% | 176 |
|
|
2014
Q4 | $212K | Buy |
5,376
+1,223
| +29% | +$48.2K | 0.01% | 201 |
|
|
2014
Q3 | $164K | Buy |
4,153
+887
| +27% | +$35K | 0.01% | 181 |
|
|
2014
Q2 | $126K | Buy |
3,266
+2,555
| +359% | +$98.6K | 0.01% | 177 |
|
|
2014
Q1 | $27K | Buy |
+711
| New | +$27K | ﹤0.01% | 383 |
|