WFG Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $63K | Sell |
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|
2017
Q1 | $77K | Sell |
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|
2016
Q4 | $85K | Sell |
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|
2016
Q3 | $99K | Sell |
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|
2016
Q2 | $82K | Buy |
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|
2016
Q1 | $94K | Buy |
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|
2015
Q4 | $102K | Buy |
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|
2015
Q3 | $93K | Buy |
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|
2015
Q2 | $112K | Buy |
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|
2015
Q1 | $105K | Buy |
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|
2014
Q4 | $103K | Buy |
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|
2014
Q3 | $7K | Buy |
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|
2014
Q2 | $4K | Sell |
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|
2014
Q1 | $22K | Sell |
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|
2013
Q4 | $27K | Hold |
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|
2013
Q3 | $23K | Buy |
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|
2013
Q2 | $23K | Buy |
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