Wealthfront’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $687K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $214K | Sell |
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|
2017
Q4 | $300K | Buy |
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|
2017
Q3 | $269K | Sell |
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|
2017
Q2 | $298K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $80K | Sell |
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|
2015
Q2 | $224K | Sell |
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|
2015
Q1 | $280K | Buy |
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|
2014
Q4 | $212K | Buy |
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|
2014
Q3 | $164K | Buy |
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|
2014
Q2 | $126K | Buy |
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|
2014
Q1 | $27K | Buy |
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