Zeke Capital Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-24,081
| Closed | -$640K | – | 702 |
|
|
2018
Q2 | $640K | Buy |
24,081
+8,112
| +51% | +$216K | 0.06% | 255 |
|
|
2018
Q1 | $511K | Buy |
15,969
+426
| +3% | +$13.6K | 0.05% | 324 |
|
|
2017
Q4 | $568K | Buy |
15,543
+1,609
| +12% | +$58.8K | 0.06% | 270 |
|
|
2017
Q3 | $488K | Buy |
+13,934
| New | +$488K | 0.07% | 226 |
|