Glass Jacobson Investment Advisors’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
Q3 | $2.7K | Hold |
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|
2025
Q2 | $2.64K | Hold |
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2025
Q1 | $2.59K | Hold |
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|
2024
Q4 | $2.59K | Buy |
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|
2024
Q3 | $1.97K | Hold |
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|
2024
Q2 | $1.88K | Sell |
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|
2024
Q1 | $4.15K | Hold |
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|
2023
Q4 | $3.95K | Hold |
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|
2023
Q3 | $3.76K | Hold |
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|
2023
Q2 | $3.98K | Buy |
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|
2022
Q4 | $3.99K | Buy |
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