Creative Planning’s Invesco Zacks International Multi-Asset Income ETF HGI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-300
| Closed | -$6K | – | 4254 |
|
2014
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3180 |
|
2014
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 3077 |
|
2014
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 2966 |
|
2013
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 2799 |
|
2013
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 2759 |
|