Regal Investment 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
2017
Q1
Sell
2016
Q4
$802K Buy
2016
Q3
$687K Sell
2016
Q2
$870K Sell
2016
Q1
$874K Buy
2015
Q4
$856K Sell
2015
Q3
$1.01M Sell
2015
Q2
$1.23M Buy
2015
Q1
$1.17M Buy
2014
Q4
$1.14M Buy
2014
Q3
$1.19M Buy
2014
Q2
$1.21M Buy
2014
Q1
$1.16M Sell
2013
Q4
$1.18M Sell
2013
Q3
$1.22M Sell
2013
Q2
$1.28M Buy