IFP Advisors’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $19.7K | Hold |
|
|||||
|
2023
Q2 | $19.2K | Hold |
|
|||||
|
2023
Q1 | $19.9K | Sell |
|
|||||
|
2022
Q4 | $79K | Hold |
|
|||||
|
2022
Q3 | $79K | Hold |
|
|||||
|
2022
Q2 | $79K | Hold |
|
|||||
|
2022
Q1 | $79K | Buy |
|
|||||
|
2021
Q4 | $22K | Hold |
|
|||||
|
2021
Q3 | $21K | Hold |
|
|||||
|
2021
Q2 | $22K | Hold |
|
|||||
|
2021
Q1 | $21K | Hold |
|
|||||
|
2020
Q4 | $18K | Hold |
|
|||||
|
2020
Q3 | $15K | Hold |
|
|||||
|
2020
Q2 | $15K | Hold |
|
|||||
|
2020
Q1 | $13K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $14K | Buy |
|
|||||
|
2019
Q1 | $13K | Sell |
|
|||||
|
2018
Q4 | $57K | Sell |
|
|||||
|
2018
Q3 | $124K | Sell |
|
|||||
|
2018
Q2 | $180K | Sell |
|
|||||
|
2018
Q1 | $219K | Hold |
|
|||||
|
2017
Q4 | $219K | Sell |
|
|||||
|
2017
Q3 | $222K | Sell |
|
|||||
|
2017
Q2 | $219K | Sell |
|
|||||
|
2017
Q1 | $287K | Sell |
|
|||||
|
2016
Q4 | $321K | Sell |
|
|||||
|
2016
Q3 | $358K | Sell |
|
|||||
|
2016
Q2 | $413K | Buy |
|
|||||
|
2016
Q1 | $13K | Sell |
|
|||||
|
2015
Q4 | $313K | Buy |
|