Bergan Kdv Wealth Management, LLC Invesco Ltd. Transaction History

Bergan Kdv Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	SELL	$18.64 - $24.89 $372 - $497	-20 Reduced 4.17%	460 $11,000
Q4 2021 Jan 28, 2022	BUY	$21.76 - $26.53 $435 - $530	20 Added 4.35%	480 $11,000
Q2 2021 Aug 10, 2021	BUY	$25.69 - $29.33 $11,817 - $13,491	460 New	460 $12,000
Q2 2020 Aug 13, 2020	SELL	$6.7 - $11.55 $649 - $1,120	-97 Closed	0 $0
Q1 2020 Apr 24, 2020	SELL	$7.61 - $18.89 $3,941 - $9,785	-518 Reduced 84.23%	97 $1,000
Q4 2019 Feb 10, 2020	BUY	$15.35 - $18.43 $9,440 - $11,334	615 New	615 $11,000
Q3 2019 Nov 08, 2019	SELL	$15.2 - $20.97 $972 - $1,342	-64 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$19.54 - $21.97 $1,250 - $1,406	64 New	64 $1,000
Q4 2018 Feb 01, 2019	SELL	$15.71 - $23.24 $1,649 - $2,440	-105 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$26.51 - $31.78 $2,783 - $3,336	105 New	105 $3,000

532

301M

2.43M

3.84M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $7.62B
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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