Wood Asset Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $3.24M | Sell |
81,558
-3,795
| -4% | -$151K | 3.25% | 12 |
|
|
2014
Q4 | $3.37M | Sell |
85,353
-140,234
| -62% | -$5.54M | 3.1% | 13 |
|
|
2014
Q3 | $8.91M | Buy |
225,587
+155,625
| +222% | +$6.14M | 3.28% | 7 |
|
|
2014
Q2 | $2.64M | Sell |
69,962
-3,508
| -5% | -$132K | 0.9% | 41 |
|
|
2014
Q1 | $2.72M | Sell |
73,470
-2,937
| -4% | -$109K | 0.87% | 44 |
|
|
2013
Q4 | $2.78M | Sell |
76,407
-354
| -0.5% | -$12.9K | 0.8% | 49 |
|
|
2013
Q3 | $2.45M | Sell |
76,761
-9,480
| -11% | -$302K | 0.7% | 54 |
|
|
2013
Q2 | $2.74M | Buy |
+86,241
| New | +$2.74M | 0.73% | 53 |
|