West Paces Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-180
| Closed | -$3.24K | – | 467 |
|
|
2019
Q4 | $3.24K | Sell |
180
-80
| -31% | -$1.44K | ﹤0.01% | 433 |
|
|
2019
Q3 | $4.4K | Sell |
260
-65
| -20% | -$1.1K | ﹤0.01% | 394 |
|
|
2019
Q2 | $6.65K | Hold |
325
| – | – | ﹤0.01% | 353 |
|
|
2019
Q1 | $6.28K | Sell |
325
-84
| -21% | -$1.62K | ﹤0.01% | 365 |
|
|
2018
Q4 | $6.85K | Hold |
409
| – | – | 0.01% | 348 |
|
|
2018
Q3 | $9.36K | Hold |
409
| – | – | 0.01% | 324 |
|
|
2018
Q2 | $10.9K | Buy |
409
+39
| +11% | +$1.04K | 0.01% | 321 |
|
|
2018
Q1 | $11.8K | Hold |
370
| – | – | 0.01% | 301 |
|
|
2017
Q4 | $13.5K | Hold |
370
| – | – | 0.01% | 305 |
|
|
2017
Q3 | $13K | Hold |
370
| – | – | 0.01% | 308 |
|
|
2017
Q2 | $13K | Hold |
370
| – | – | 0.01% | 301 |
|
|
2017
Q1 | $11.3K | Hold |
370
| – | – | 0.01% | 313 |
|
|
2016
Q4 | $11.2K | Buy |
+370
| New | +$11.2K | 0.01% | 321 |
|