Winifred I. Li’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $233K | Hold |
5,896
| – | – | 0.22% | 104 |
|
|
2014
Q3 | $233K | Hold |
5,896
| – | – | 0.22% | 102 |
|
|
2014
Q2 | $223K | Hold |
5,896
| – | – | 0.19% | 121 |
|
|
2014
Q1 | $218K | Hold |
5,896
| – | – | 0.19% | 124 |
|
|
2013
Q4 | $215K | Hold |
5,896
| – | – | 0.18% | 122 |
|
|
2013
Q3 | $188K | Hold |
5,896
| – | – | 0.17% | 128 |
|
|
2013
Q2 | $187K | Buy |
+5,896
| New | +$187K | 0.17% | 126 |
|