CLA (CliftonLarsonAllen) Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $228K | Sell |
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|
2019
Q2 | $232K | Sell |
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2019
Q1 | $239K | Buy |
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|
2018
Q4 | $213K | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $323K | Sell |
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|
2017
Q4 | $461K | Sell |
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|
2017
Q3 | $516K | Sell |
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|
2017
Q2 | $689K | Sell |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.14M | Sell |
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|
2016
Q3 | $1.37M | Sell |
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|
2016
Q2 | $1.73M | Sell |
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|
2016
Q1 | $3.36M | Sell |
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|
2015
Q4 | $7.24M | Sell |
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|
2015
Q3 | $10.7M | Sell |
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|
2015
Q2 | $18.1M | Sell |
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|
2015
Q1 | $25.1M | Sell |
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|
2014
Q4 | $29.2M | Buy |
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|
2014
Q3 | $30.3M | Buy |
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|
2014
Q2 | $29.9M | Buy |
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|
2014
Q1 | $23.5M | Buy |
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|
2013
Q4 | $19.3M | Buy |
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|
2013
Q3 | $17M | Buy |
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