Advocacy Wealth Management Services’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-250
| Closed | -$5K | – | 223 |
|
|
2017
Q3 | $5K | Hold |
250
| – | – | ﹤0.01% | 236 |
|
|
2017
Q2 | $5K | Hold |
250
| – | – | ﹤0.01% | 228 |
|
|
2017
Q1 | $5K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
|
2016
Q4 | $5K | Hold |
250
| – | – | ﹤0.01% | 250 |
|
|
2016
Q3 | $5K | Sell |
250
-397
| -61% | -$7.94K | ﹤0.01% | 321 |
|
|
2016
Q2 | $12K | Sell |
647
-1,598
| -71% | -$29.6K | 0.01% | 286 |
|
|
2016
Q1 | $42K | Sell |
2,245
-50,268
| -96% | -$940K | 0.03% | 197 |
|
|
2015
Q4 | $958K | Buy |
+52,513
| New | +$958K | 1.08% | 23 |
|