Valeo Financial Advisors, LLC Invesco Ltd. Transaction History

Valeo Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$25.69 - $29.33 $25,844 - $29,505	-1,006 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$11.25 - $18.07 $5,996 - $9,631	-533 Reduced 34.63%	1,006 $18,000
Q3 2020 Oct 28, 2020	SELL	$9.77 - $11.49 $5,256 - $6,181	-538 Reduced 25.9%	1,539 $18,000
Q2 2020 Jul 20, 2020	SELL	$6.7 - $11.55 $1,092 - $1,882	-163 Reduced 7.28%	2,077 $22,000
Q1 2020 Apr 13, 2020	BUY	$7.61 - $18.89 $9,421 - $23,385	1,238 Added 123.55%	2,240 $22,000
Q4 2019 Jan 24, 2020	BUY	$15.35 - $18.43 $5,280 - $6,339	344 Added 52.28%	1,002 $18,000
Q2 2019 Jul 10, 2019	BUY	$19.54 - $21.97 $2,442 - $2,746	125 Added 23.45%	658 $13,000
Q1 2019 Apr 12, 2019	SELL	$16.43 - $20.24 $13,817 - $17,021	-841 Reduced 61.21%	533 $10,000
Q4 2018 Jan 30, 2019	SELL	$15.71 - $23.24 $11,154 - $16,500	-710 Reduced 34.07%	1,374 $23,000
Q3 2018 Nov 01, 2018	SELL	$22.88 - $27.36 $358,689 - $428,922	-15,677 Reduced 88.27%	2,084 $45,000
Q2 2018 Aug 14, 2018	BUY	$26.51 - $31.78 $173,269 - $207,714	6,536 Added 58.23%	17,761 $440,000
Q1 2018 Apr 12, 2018	BUY	$30.72 - $38.4 $173,568 - $216,960	5,650 Added 101.35%	11,225 $359,000
Q4 2017 Feb 09, 2018	BUY	$34.47 - $37.67 $35,090 - $38,348	1,018 Added 22.34%	5,575 $204,000
Q3 2017 Nov 14, 2017	BUY	$31.69 - $35.2 $144,411 - $160,406	4,557	4,557 $160,000

548

303M

5.86M

4.67M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.1B
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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