Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-10,200
| Closed | -$228K | – | 75 |
|
|
2014
Q4 | $228K | Hold |
10,200
| – | – | 0.17% | 75 |
|
|
2014
Q3 | $248K | Buy |
+10,200
| New | +$248K | 0.2% | 75 |
|
|
2014
Q2 | – | Sell |
-10,600
| Closed | -$266K | – | 79 |
|
|
2014
Q1 | $266K | Hold |
10,600
| – | – | 0.22% | 74 |
|
|
2013
Q4 | $263K | Sell |
10,600
-700
| -6% | -$17.4K | 0.21% | 70 |
|
|
2013
Q3 | $268K | Sell |
11,300
-300
| -3% | -$7.12K | 0.22% | 70 |
|
|
2013
Q2 | $269K | Buy |
+11,600
| New | +$269K | 0.24% | 70 |
|