Balboa Wealth Partners’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
2023 Q3	–	Sell	-9,564	Closed	-$205K	–	286
2023 Q2	$205K	Sell	9,564 -1,350	-12%	-$28.9K	0.07%	228
2023 Q1	$230K	Buy	+10,914	New	+$230K	0.09%	202