Wealthstar Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-28,199
| Closed | -$752K | – | 107 |
|
|
2021
Q2 | $752K | Buy |
+28,199
| New | +$752K | 0.24% | 44 |
|
|
2020
Q1 | $346K | Buy |
38,000
+7,700
| +25% | +$70.1K | 0.24% | 35 |
|
|
2019
Q4 | $545K | Buy |
30,300
+9,500
| +46% | +$171K | 0.34% | 24 |
|
|
2019
Q3 | $351K | Buy |
+20,800
| New | +$351K | 0.2% | 38 |
|