Clarus Wealth Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,470
| Closed | -$33K | – | 225 |
|
|
2019
Q2 | $33K | Buy |
1,470
+5
| +0.3% | +$112 | 0.02% | 314 |
|
|
2019
Q1 | $32K | Buy |
1,465
+5
| +0.3% | +$109 | 0.02% | 350 |
|
|
2018
Q4 | $28K | Sell |
1,460
-102
| -7% | -$1.96K | 0.04% | 343 |
|
|
2018
Q3 | $35K | Buy |
1,562
+14
| +0.9% | +$314 | 0.02% | 346 |
|
|
2018
Q2 | $33K | Buy |
+1,548
| New | +$33K | 0.03% | 346 |
|