Linscomb Wealth’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Linscomb Wealth’s Portfolio CVY Stock Details CVY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell
2019 Q4	$240K	Sell
2019 Q3	$992K	Sell
2019 Q2	$1.12M	Sell
2019 Q1	$1.12M	Sell
2018 Q4	$998K	Buy
2018 Q3	$1.15M	Sell
2018 Q2	$1.21M	Sell
2018 Q1	$1.45M	Sell
2017 Q4	$1.81M	Sell
2017 Q3	$1.85M	Sell
2017 Q2	$1.79M	Sell
2017 Q1	$1.79M	Sell
2016 Q4	$1.86M	Sell
2016 Q3	$1.83M	Sell
2016 Q2	$2.31M	Sell
2016 Q1	$2.88M	Sell
2015 Q4	$3.22M	Sell
2015 Q3	$4.52M	Sell
2015 Q2	$6.44M	Sell
2015 Q1	$8.13M	Sell
2014 Q4	$12.9M	Sell
2014 Q3	$21.7M	Sell
2014 Q2	$32.2M	Sell
2014 Q1	$38.2M	Sell
2013 Q4	$39.5M	Sell
2013 Q3	$43.9M	Sell
2013 Q2	$45.2M	Buy