Goldstone Financial Group’s Invesco CEF Income Composite ETF PCEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
53,404
-918
| -2% | -$18.1K | 0.14% | 97 |
|
|
2025
Q1 | $1.02M | Sell |
54,322
-11,800
| -18% | -$222K | 0.16% | 85 |
|
|
2024
Q4 | $1.27M | Buy |
66,122
+5,092
| +8% | +$97.6K | 0.2% | 73 |
|
|
2024
Q3 | $1.2M | Sell |
61,030
-697
| -1% | -$13.7K | 0.21% | 77 |
|
|
2024
Q2 | $1.16M | Buy |
61,727
+23,903
| +63% | +$450K | 0.23% | 72 |
|
|
2024
Q1 | $713K | Buy |
37,824
+1,154
| +3% | +$21.8K | 0.16% | 91 |
|
|
2023
Q4 | $659K | Sell |
36,670
-94,702
| -72% | -$1.7M | 0.17% | 89 |
|
|
2023
Q3 | $2.25M | Buy |
131,372
+13,215
| +11% | +$226K | 0.67% | 36 |
|
|
2023
Q2 | $2.14M | Buy |
118,157
+35,377
| +43% | +$640K | 0.63% | 35 |
|
|
2023
Q1 | $1.51M | Buy |
+82,780
| New | +$1.51M | 0.5% | 39 |
|