Creative Planning’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-250
| Closed | -$6K | – | 3183 |
|
|
2017
Q2 | $6K | Hold |
250
| – | – | ﹤0.01% | 3864 |
|
|
2017
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 3828 |
|
|
2016
Q4 | $6K | Hold |
250
| – | – | ﹤0.01% | 3793 |
|
|
2016
Q3 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 3738 |
|
|
2013
Q3 | – | Sell |
-10,769
| Closed | -$269K | – | 3325 |
|
|
2013
Q2 | $269K | Buy |
+10,769
| New | +$269K | 0.01% | 588 |
|