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Invesco unit investment shares owned by Northeast Financial Consultants

Quarter-by-quarter ownership of Invesco unit investment (PID) shares owned by Northeast Financial Consultants from 13F filings

Historical chart of Northeast Financial Consultants investment in Invesco unit investment

Tip: Access up to 7 years of quarterly data

All positions including Invesco unit investment held by Northeast Financial Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco unit investment by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 62k 18.46
2023-09-30 $1.0M 62k 16.71
2023-06-30 $1.1M 62k 18.05
2023-03-31 $1.1M 62k 17.83
2022-12-31 $1.0M 62k 16.72
2022-09-30 $945k 62k 15.26
2022-06-30 $807k 47k 17.12
2022-03-31 $393k 20k 19.65
2021-12-31 $369k 20k 18.45
2021-09-30 $351k 20k 17.55
2021-06-30 $353k 20k 17.65
2021-03-31 $334k 20k 16.70
2020-12-31 $246k 16k 15.38
2020-09-30 $178k 14k 12.71
2020-06-30 $170k 14k 12.14
2020-03-31 $159k 14k 11.36
2019-12-31 $239k 14k 17.07
2019-09-30 $225k 14k 16.07
2019-06-30 $245k 15k 16.33
2019-03-31 $238k 15k 15.86
2018-12-31 $212k 15k 14.13