Invesco unit investment shares owned by Calton & Associates
Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Calton & Associates
from 13F filings
Historical chart of Calton & Associates investment in Invesco unit investment
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Quarterly reported holdings in Invesco unit investment by Calton & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $213k | 12k | 18.54 |
| 2023-12-31 | $209k | 11k | 18.46 |
| 2023-06-30 | $194k | 11k | 18.05 |
| 2023-03-31 | $190k | 11k | 17.83 |
| 2022-12-31 | $178k | 11k | 16.72 |
| 2022-09-30 | $156k | 10k | 15.19 |
| 2022-06-30 | $175k | 10k | 17.04 |
| 2022-03-31 | $238k | 12k | 19.59 |
| 2021-12-31 | $223k | 12k | 18.40 |
| 2021-09-30 | $229k | 13k | 17.52 |
| 2021-06-30 | $231k | 13k | 17.70 |
| 2021-03-31 | $194k | 12k | 16.71 |