SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$25K | – | 816 |
|
|
2022
Q2 | $25K | Buy |
+1,200
| New | +$25K | ﹤0.01% | 1401 |
|
|
2019
Q2 | – | Sell |
-1,200
| Closed | -$26K | – | 798 |
|
|
2019
Q1 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1178 |
|
|
2018
Q4 | $23K | Hold |
1,200
| – | – | ﹤0.01% | 1187 |
|
|
2018
Q3 | $27K | Hold |
1,200
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q2 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1243 |
|
|
2018
Q1 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1214 |
|
|
2017
Q4 | $27K | Buy |
+1,200
| New | +$27K | ﹤0.01% | 1211 |
|