Wealth Enhancement Advisory Services’s Invesco Floating Rate Municipal Income ETF PVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,893
| Closed | -$271K | – | 2961 |
|
|
2024
Q3 | $271K | Sell |
10,893
-2,970
| -21% | -$73.8K | ﹤0.01% | 2226 |
|
|
2024
Q2 | $344K | Sell |
13,863
-1,082
| -7% | -$26.8K | ﹤0.01% | 1884 |
|
|
2024
Q1 | $371K | Sell |
14,945
-17,472
| -54% | -$433K | ﹤0.01% | 1771 |
|
|
2023
Q4 | $803K | Sell |
32,417
-7,250
| -18% | -$180K | ﹤0.01% | 1253 |
|
|
2023
Q3 | $985K | Buy |
+39,667
| New | +$985K | ﹤0.01% | 1101 |
|