Westside Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | $18 | Buy |
+900
| New | +$18 | ﹤0.01% | 401 |
|
2018
Q4 | $15.1K | Buy |
900
+736
| +449% | +$12.3K | 0.01% | 405 |
|
2018
Q3 | $3.77K | Hold |
164
| – | – | ﹤0.01% | 625 |
|
2018
Q2 | $4.39K | Hold |
164
| – | – | ﹤0.01% | 695 |
|
2018
Q1 | $5.06K | Hold |
164
| – | – | ﹤0.01% | 655 |
|
2017
Q4 | $6.04K | Buy |
+164
| New | +$6.04K | ﹤0.01% | 655 |
|