Carson Wealth (CWM LLC)’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $3K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $34K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3K | Buy |
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|
2023
Q3 | $3K | Hold |
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|
2023
Q2 | $3K | Hold |
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|
2023
Q1 | $3K | Hold |
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|
2022
Q4 | $3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $6K | Sell |
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|
2016
Q4 | $1.24M | Sell |
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|
2016
Q3 | $1.23M | Sell |
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|
2016
Q2 | $2.58M | Buy |
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|
2016
Q1 | $561K | Buy |
|