Invesco unit investment shares owned by D. Scott Neal
Quarter-by-quarter ownership of Invesco unit investment (SPHB) shares owned by D. Scott Neal
from 13F filings
Historical chart of D. Scott Neal investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by D. Scott Neal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 27k | 87.74 |
| 2023-12-31 | $2.2M | 27k | 82.40 |
| 2023-09-30 | $1.9M | 27k | 70.10 |
| 2023-06-30 | $3.2M | 42k | 76.39 |
| 2023-03-31 | $3.7M | 53k | 69.96 |
| 2022-12-31 | $3.8M | 62k | 62.33 |
| 2022-09-30 | $3.5M | 62k | 57.38 |
| 2022-06-30 | $3.8M | 65k | 58.62 |
| 2022-03-31 | $11M | 150k | 75.96 |
| 2021-12-31 | $13M | 164k | 79.02 |
| 2021-09-30 | $21M | 280k | 73.10 |
| 2021-06-30 | $21M | 280k | 75.57 |
| 2021-03-31 | $17M | 243k | 69.53 |