Core Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$52 | – | 96 |
|
|
2024
Q1 | $52 | Hold |
2
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $48 | Hold |
2
| – | – | ﹤0.01% | 261 |
|
|
2023
Q3 | $44 | Hold |
2
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $43 | Hold |
2
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $43 | Buy |
+2
| New | +$43 | ﹤0.01% | 257 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$16K | – | 220 |
|
|
2022
Q2 | $16K | Buy |
+800
| New | +$16K | 0.01% | 117 |
|