Castleview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,185
| Closed | -$80.8K | – | 259 |
|
|
2024
Q4 | $80.8K | Buy |
3,185
+29
| +0.9% | +$736 | 0.04% | 276 |
|
|
2024
Q3 | $82.4K | Buy |
3,156
+29
| +0.9% | +$757 | 0.05% | 254 |
|
|
2024
Q2 | $78.4K | Buy |
3,127
+40
| +1% | +$1K | 0.04% | 263 |
|
|
2024
Q1 | $79.4K | Buy |
3,087
+27
| +0.9% | +$695 | 0.04% | 288 |
|
|
2023
Q4 | $72.7K | Buy |
+3,060
| New | +$72.7K | 0.05% | 244 |
|