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