Wealthspire Advisors (Maryland)’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,078
| Closed | -$40K | – | 1247 |
|
|
2019
Q1 | $40K | Sell |
2,078
-3,125
| -60% | -$60.2K | ﹤0.01% | 972 |
|
|
2018
Q4 | $87K | Buy |
5,203
+3,285
| +171% | +$54.9K | 0.01% | 649 |
|
|
2018
Q3 | $44K | Sell |
1,918
-2,243
| -54% | -$51.5K | ﹤0.01% | 1012 |
|
|
2018
Q2 | $111K | Sell |
4,161
-496
| -11% | -$13.2K | 0.01% | 664 |
|
|
2018
Q1 | $149K | Buy |
4,657
+446
| +11% | +$14.3K | 0.01% | 566 |
|
|
2017
Q4 | $154K | Sell |
4,211
-733
| -15% | -$26.8K | 0.02% | 572 |
|
|
2017
Q3 | $173K | Sell |
4,944
-1,281
| -21% | -$44.8K | 0.02% | 523 |
|
|
2017
Q2 | $219K | Sell |
6,225
-2,558
| -29% | -$90K | 0.03% | 424 |
|
|
2017
Q1 | $269K | Sell |
8,783
-1,166
| -12% | -$35.7K | 0.04% | 312 |
|
|
2016
Q4 | $302K | Sell |
9,949
-1,037
| -9% | -$31.5K | 0.05% | 273 |
|
|
2016
Q3 | $344K | Buy |
10,986
+918
| +9% | +$28.7K | 0.05% | 237 |
|
|
2016
Q2 | $257K | Buy |
10,068
+2,408
| +31% | +$61.5K | 0.04% | 296 |
|
|
2016
Q1 | $236K | Buy |
7,660
+5,003
| +188% | +$154K | 0.04% | 310 |
|
|
2015
Q4 | $89K | Buy |
+2,657
| New | +$89K | 0.02% | 553 |
|