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Evercore Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History

Evercore Wealth Management’s Portfolio PCEF Stock Details PCEF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,455
Closed -$188K – 435
2023
Q4 		$188K Hold
10,455
– – ﹤0.01% 410
2023
Q3 		$179K Buy
+10,455
New +$179K ﹤0.01% 387