Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-80
| Closed | -$2K | – | 1588 |
|
|
2019
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q3 | $2K | Buy |
80
+1
| +1% | +$25 | ﹤0.01% | 1071 |
|
|
2019
Q2 | $2K | Buy |
79
+1
| +1% | +$25 | ﹤0.01% | 1092 |
|
|
2019
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 995 |
|
|
2018
Q4 | $1K | Buy |
78
+1
| +1% | +$13 | ﹤0.01% | 883 |
|
|
2018
Q3 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 843 |
|