Weld Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-22,550
| Closed | -$393K | – | 440 |
|
|
2020
Q4 | $393K | Sell |
22,550
-5,106
| -18% | -$89K | 0.15% | 226 |
|
|
2020
Q3 | $316K | Buy |
+27,656
| New | +$316K | 0.12% | 277 |
|
|
2019
Q3 | – | Sell |
-47,463
| Closed | -$971K | – | 879 |
|
|
2019
Q2 | $971K | Sell |
47,463
-20,024
| -30% | -$410K | 0.18% | 182 |
|
|
2019
Q1 | $1.3M | Buy |
+67,487
| New | +$1.3M | 0.24% | 143 |
|