Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,641
| Closed | -$39K | – | 825 |
|
|
2021
Q3 | $39K | Hold |
1,641
| – | – | 0.01% | 473 |
|
|
2021
Q2 | $40K | Hold |
1,641
| – | – | 0.02% | 369 |
|
|
2021
Q1 | $36K | Hold |
1,641
| – | – | 0.02% | 346 |
|
|
2020
Q4 | $36K | Hold |
1,641
| – | – | 0.02% | 343 |
|
|
2020
Q3 | $33K | Hold |
1,641
| – | – | 0.02% | 312 |
|
|
2020
Q2 | $33K | Hold |
1,641
| – | – | 0.02% | 296 |
|
|
2020
Q1 | $29K | Hold |
1,641
| – | – | 0.03% | 293 |
|
|
2019
Q4 | $38K | Hold |
1,641
| – | – | 0.03% | 305 |
|
|
2019
Q3 | $37K | Buy |
+1,641
| New | +$37K | 0.04% | 287 |
|