Joseph P. Lucia & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $175K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $175K | Hold |
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|
2021
Q2 | $180K | Hold |
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|
2021
Q1 | $171K | Sell |
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|
2020
Q4 | $158K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $133K | Hold |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $194K | Buy |
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|
2019
Q3 | $170K | Buy |
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|
2019
Q2 | $154K | Sell |
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|
2019
Q1 | $7.14K | Buy |
|