Wagner Wealth Management (South Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $59.8K | Buy |
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|
2025
Q4 | $62.7K | Buy |
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|
2025
Q3 | $62.6K | Buy |
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|
2025
Q2 | $60.9K | Hold |
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|
2025
Q1 | $58.7K | Hold |
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|
2024
Q4 | $59.7K | Hold |
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|
2024
Q3 | $61.4K | Hold |
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|
2024
Q2 | $58.6K | Hold |
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|
2024
Q1 | $58.7K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $56.8K | Sell |
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|
2022
Q4 | $89.4K | Hold |
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|
2022
Q3 | $86K | Hold |
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|
2022
Q2 | $93K | Hold |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $125K | Buy |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $109K | Sell |
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|
2020
Q4 | $110K | Buy |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $80K | Hold |
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|
2018
Q1 | $81K | Buy |
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