Clearview Wealth Advisors’s Invesco Variable Rate Preferred ETF VRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,721
| Closed | -$38.3K | – | 633 |
|
|
2023
Q2 | $38.3K | Hold |
1,721
| – | – | 0.04% | 210 |
|
|
2023
Q1 | $38.1K | Sell |
1,721
-1,462
| -46% | -$32.4K | 0.04% | 214 |
|
|
2022
Q4 | $71.3K | Sell |
3,183
-5,020
| -61% | -$112K | 0.06% | 143 |
|
|
2022
Q3 | $180K | Sell |
8,203
-1,550
| -16% | -$34K | 0.14% | 88 |
|
|
2022
Q2 | $216K | Sell |
9,753
-5,518
| -36% | -$122K | 0.16% | 83 |
|
|
2022
Q1 | $373K | Sell |
15,271
-54,180
| -78% | -$1.32M | 0.25% | 69 |
|
|
2021
Q4 | $1.8M | Sell |
69,451
-9,067
| -12% | -$235K | 1.1% | 19 |
|
|
2021
Q3 | $2.06M | Buy |
78,518
+27,056
| +53% | +$709K | 1.3% | 16 |
|
|
2021
Q2 | $1.35M | Buy |
51,462
+38,756
| +305% | +$1.02M | 0.84% | 25 |
|
|
2021
Q1 | $328K | Buy |
12,706
+11,576
| +1,024% | +$299K | 0.21% | 89 |
|
|
2020
Q4 | $29K | Buy |
+1,130
| New | +$29K | 0.02% | 260 |
|