EverSource Wealth Advisors’s Invesco CEF Income Composite ETF PCEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-896
| Closed | -$16.9K | – | 4325 |
|
|
2025
Q1 | $16.9K | Hold |
896
| – | – | ﹤0.01% | 1788 |
|
|
2024
Q4 | $17.2K | Hold |
896
| – | – | ﹤0.01% | 1710 |
|
|
2024
Q3 | $17.7K | Hold |
896
| – | – | ﹤0.01% | 1557 |
|
|
2024
Q2 | $17.1K | Hold |
896
| – | – | ﹤0.01% | 1580 |
|
|
2024
Q1 | $16.1K | Buy |
+896
| New | +$16.1K | ﹤0.01% | 1464 |
|