YWP
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YorkBridge Wealth Partners’s Invesco IVZ Stock Holding History

YorkBridge Wealth Partners’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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% -$25.4K 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% -$5.22K 0.02% 386
2016
Q4 		$47K Buy
+1,474
New +$45.3K 0.03% 361

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