Winfield Associates’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $411K | Buy |
|
|||||
|
2021
Q4 | $394K | Sell |
|
|||||
|
2021
Q3 | $425K | Sell |
|
|||||
|
2021
Q2 | $486K | Sell |
|
|||||
|
2021
Q1 | $487K | Sell |
|
|||||
|
2020
Q4 | $347K | Sell |
|
|||||
|
2020
Q3 | $228K | Sell |
|
|||||
|
2020
Q2 | $229K | Sell |
|
|||||
|
2020
Q1 | $198K | Buy |
|
|||||
|
2019
Q4 | $358K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $582K | Buy |
|
|||||
|
2017
Q4 | $635K | Buy |
|
|||||
|
2017
Q3 | $600K | Buy |
|
|||||
|
2017
Q2 | $592K | Buy |
|
|||||
|
2017
Q1 | $432K | Buy |
|
|||||
|
2016
Q4 | $367K | Buy |
|
|||||
|
2016
Q3 | $278K | Buy |
|