Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
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|
2025
Q1 | $17.2K | Sell |
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|
2024
Q4 | $20.4K | Hold |
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|
2024
Q3 | $21.2K | Hold |
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|
2024
Q2 | $20.4K | Hold |
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|
2024
Q1 | $20.9K | Hold |
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|
2023
Q4 | $19.3K | Sell |
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|
2023
Q3 | $23.4K | Hold |
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|
2023
Q2 | $22.9K | Sell |
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|
2023
Q1 | $36.1K | Hold |
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|
2022
Q4 | $36.2K | Hold |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $35K | Hold |
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|
2022
Q1 | $41K | Sell |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $54K | Buy |
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|
2021
Q2 | $41K | Buy |
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|
2021
Q1 | $17.8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $22K | Buy |
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|
2018
Q2 | $21K | Buy |
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|
2018
Q1 | $20K | Buy |
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|
2017
Q4 | $21K | Buy |
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