United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219K | Sell |
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|
2017
Q3 | $716K | Sell |
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|
2017
Q2 | $4.56M | Sell |
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|
2017
Q1 | $17.9M | Buy |
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|
2016
Q4 | $17.3M | Buy |
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|
2016
Q3 | $16.1M | Buy |
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|
2016
Q2 | $15.4M | Sell |
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|
2016
Q1 | $15.1M | Buy |
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|
2015
Q4 | $14.3M | Sell |
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|
2015
Q3 | $14.6M | Buy |
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|
2015
Q2 | $16.6M | Sell |
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|
2015
Q1 | $18.1M | Buy |
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