Waverly Advisors’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 | $253K | Sell |
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|
2025
Q2 | $255K | Sell |
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2025
Q1 | $256K | Sell |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $279K | Hold |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $301K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $88K | Sell |
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|
2014
Q1 | $121K | Sell |
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|
2013
Q4 | $238K | Sell |
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|
2013
Q3 | $1.15M | Buy |
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|
2013
Q2 | $998K | Buy |
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