Spire Wealth Management’s Invesco CEF Income Composite ETF PCEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.94K | Sell |
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|
2025
Q2 | $4.88K | Hold |
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|
2025
Q1 | $4.71K | Sell |
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|
2024
Q4 | $17.4K | Sell |
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|
2024
Q3 | $35.2K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $21.6K | Sell |
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|
2023
Q4 | $23.7K | Hold |
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|
2023
Q3 | $22.4K | Hold |
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|
2023
Q2 | $23.6K | Sell |
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|
2023
Q1 | $29.1K | Buy |
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|
2022
Q4 | $26K | Sell |
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|
2022
Q3 | $30K | Sell |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $50K | Buy |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $49K | Buy |
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