DHJJ Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $464 | Hold |
18
| – | – | ﹤0.01% | 808 |
|
2025
Q1 | $458 | Hold |
18
| – | – | ﹤0.01% | 759 |
|
2024
Q4 | $453 | Hold |
18
| – | – | ﹤0.01% | 732 |
|
2024
Q3 | $471 | Hold |
18
| – | – | ﹤0.01% | 711 |
|
2024
Q2 | $452 | Hold |
18
| – | – | ﹤0.01% | 670 |
|
2024
Q1 | $464 | Hold |
18
| – | – | ﹤0.01% | 655 |
|
2023
Q4 | $428 | Hold |
18
| – | – | ﹤0.01% | 645 |
|
2023
Q3 | $395 | Buy |
+18
| New | +$395 | ﹤0.01% | 647 |
|