ZWJ Investment Counsel’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $400K | Sell |
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|
2018
Q4 | $5.01M | Sell |
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|
2018
Q3 | $16M | Sell |
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|
2018
Q2 | $19.6M | Buy |
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|
2018
Q1 | $22.9M | Buy |
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|
2017
Q4 | $25.2M | Sell |
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|
2017
Q3 | $24.7M | Buy |
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|
2017
Q2 | $24.6M | Buy |
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|
2017
Q1 | $21.2M | Buy |
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|
2016
Q4 | $18.6M | Buy |
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|
2016
Q3 | $18.4M | Buy |
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|
2016
Q2 | $10.4M | Buy |
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|
2016
Q1 | $358K | Hold |
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|
2015
Q4 | $390K | Hold |
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|
2015
Q3 | $363K | Sell |
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|
2015
Q2 | $437K | Hold |
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|
2015
Q1 | $463K | Hold |
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|
2014
Q4 | $461K | Buy |
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|
2014
Q3 | $374K | Sell |
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|
2014
Q2 | $358K | Sell |
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|
2014
Q1 | $411K | Hold |
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|
2013
Q4 | $405K | Hold |
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|
2013
Q3 | $355K | Sell |
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|
2013
Q2 | $758K | Buy |
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