Endowment Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
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|
2025
Q1 | $375K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $351K | Sell |
|
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $369K | Buy |
|
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $414K | Buy |
|
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $383K | Buy |
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|
2021
Q4 | $377K | Buy |
|