Whitener Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,207
| Closed | -$20K | – | 275 |
|
|
2019
Q3 | $20K | Buy |
1,207
+1,053
| +684% | +$17.4K | 0.01% | 297 |
|
|
2019
Q2 | $3K | Buy |
154
+2
| +1% | +$39 | ﹤0.01% | 411 |
|
|
2019
Q1 | $2K | Buy |
+152
| New | +$2K | ﹤0.01% | 428 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$3K | – | 453 |
|
|
2018
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 399 |
|