Proficio Capital Partners LLC Invesco Ltd. Transaction History

Proficio Capital Partners LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 19, 2023	BUY	$15.04 - $20.21 $448,071 - $602,096	29,792 New	29,792 $488,000
Q3 2019 Nov 13, 2019	SELL	$15.2 - $20.97 $17,297 - $23,863	-1,138 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$19.54 - $21.97 $4,318 - $4,855	221 Added 24.1%	1,138 $23,000
Q1 2019 May 13, 2019	BUY	$16.43 - $20.24 $3,992 - $4,918	243 Added 36.05%	917 $18,000
Q4 2018 Feb 08, 2019	SELL	$15.71 - $23.24 $1,178 - $1,742	-75 Reduced 10.01%	674 $11,000
Q3 2018 Nov 13, 2018	SELL	$22.88 - $27.36 $1,441 - $1,723	-63 Reduced 7.76%	749 $17,000
Q2 2018 Aug 10, 2018	SELL	$26.51 - $31.78 $22,639 - $27,140	-854 Reduced 51.26%	812 $22,000
Q1 2018 May 14, 2018	SELL	$30.72 - $38.4 $5,468 - $6,835	-178 Reduced 9.65%	1,666 $53,000
Q4 2017 Feb 09, 2018	SELL	$34.47 - $37.67 $103 - $113	-3 Reduced 0.16%	1,844 $67,000
Q3 2017 Nov 14, 2017	BUY	$31.69 - $35.2 $58,531 - $65,014	1,847	1,847 $65,000

550

301M

5.86M

4.67M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.75B
Description
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...

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