Winslow Evans & Crocker’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-206
| Closed | -$4K | – | 1250 |
|
|
2019
Q1 | $4K | Buy |
+206
| New | +$4K | ﹤0.01% | 1018 |
|
|
2015
Q4 | – | Sell |
-250
| Closed | -$7.81K | – | 1381 |
|
|
2015
Q3 | $7.81K | Hold |
250
| – | – | ﹤0.01% | 939 |
|
|
2015
Q2 | $9.37K | Hold |
250
| – | – | ﹤0.01% | 944 |
|
|
2015
Q1 | $9.92K | Hold |
250
| – | – | ﹤0.01% | 881 |
|
|
2014
Q4 | $9.88K | Buy |
+250
| New | +$9.88K | ﹤0.01% | 886 |
|
|
2014
Q3 | – | Sell |
-64
| Closed | -$2.42K | – | 1413 |
|
|
2014
Q2 | $2.42K | Hold |
64
| – | – | ﹤0.01% | 1171 |
|
|
2014
Q1 | $2.37K | Hold |
64
| – | – | ﹤0.01% | 1146 |
|
|
2013
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1286 |
|