YorkBridge Wealth Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-606
| Closed | -$12K | – | 412 |
|
|
2019
Q2 | $12K | Hold |
606
| – | – | 0.01% | 522 |
|
|
2019
Q1 | $12K | Hold |
606
| – | – | 0.01% | 550 |
|
|
2018
Q4 | $10K | Hold |
606
| – | – | 0.01% | 571 |
|
|
2018
Q3 | $14K | Hold |
606
| – | – | 0.01% | 574 |
|
|
2018
Q2 | $16K | Hold |
606
| – | – | 0.01% | 575 |
|
|
2018
Q1 | $19K | Hold |
606
| – | – | 0.01% | 538 |
|
|
2017
Q4 | $20K | Sell |
606
-701
| -54% | -$23.1K | 0.01% | 517 |
|
|
2017
Q3 | $46K | Hold |
1,307
| – | – | 0.02% | 385 |
|
|
2017
Q2 | $46K | Hold |
1,307
| – | – | 0.02% | 383 |
|
|
2017
Q1 | $43K | Sell |
1,307
-167
| -11% | -$5.49K | 0.02% | 386 |
|
|
2016
Q4 | $47K | Buy |
+1,474
| New | +$47K | 0.03% | 361 |
|