Avion Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$12K | – | 405 |
|
|
2021
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 221 |
|
|
2021
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 217 |
|
|
2021
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 205 |
|
|
2021
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 206 |
|
|
2020
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 221 |
|
|
2020
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 199 |
|
|
2020
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 176 |
|
|
2020
Q1 | $7K | Buy |
+500
| New | +$7K | ﹤0.01% | 180 |
|