MGB Wealth Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Hold |
66,548
| – | – | 0.57% | 40 |
|
|
2025
Q1 | $1.69M | Hold |
66,548
| – | – | 0.61% | 37 |
|
|
2024
Q4 | $1.67M | Buy |
66,548
+8,511
| +15% | +$214K | 0.52% | 38 |
|
|
2024
Q3 | $1.52M | Sell |
58,037
-501
| -0.9% | -$13.1K | 0.55% | 41 |
|
|
2024
Q2 | $1.5M | Sell |
58,538
-770
| -1% | -$19.8K | 0.56% | 44 |
|
|
2024
Q1 | $1.53M | Sell |
59,308
-180
| -0.3% | -$4.63K | 0.62% | 41 |
|
|
2023
Q4 | $1.41M | Buy |
+59,488
| New | +$1.41M | 0.71% | 41 |
|