Steward Partners Investment Advisory’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 | $85.5K | Hold |
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|
2025
Q2 | $83.7K | Sell |
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|
2025
Q1 | $80.8K | Buy |
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|
2024
Q4 | $79.9K | Hold |
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|
2024
Q3 | $82.2K | Hold |
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|
2024
Q2 | $78.5K | Hold |
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|
2024
Q1 | $78.6K | Hold |
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|
2023
Q4 | $74.9K | Hold |
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|
2023
Q3 | $71.3K | Buy |
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|
2023
Q2 | $51K | Hold |
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|
2023
Q1 | $51.4K | Buy |
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|
2022
Q4 | $18.2K | Hold |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $23.4K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $22K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $24K | Buy |
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|
2018
Q1 | $23K | Buy |
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