New England Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $200K | Sell |
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|
2015
Q3 | $390K | Sell |
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|
2015
Q2 | $510K | Sell |
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|
2015
Q1 | $1.8M | Sell |
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|
2014
Q4 | $7.82M | Sell |
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|
2014
Q3 | $18.8M | Sell |
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|
2014
Q2 | $20.4M | Buy |
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|
2014
Q1 | $19.4M | Sell |
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|
2013
Q4 | $20.2M | Sell |
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|
2013
Q3 | $20.7M | Sell |
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|
2013
Q2 | $21.6M | Buy |
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