WealthPLAN Partners’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-350
| Closed | -$7.17K | – | 231 |
|
|
2017
Q1 | $7.17K | Buy |
+350
| New | +$7.17K | 0.02% | 310 |
|
|
2016
Q3 | $6.71K | Sell |
350
-952
| -73% | -$18.2K | ﹤0.01% | 659 |
|
|
2016
Q2 | $6.65K | Buy |
+1,302
| New | +$6.65K | ﹤0.01% | 1883 |
|
|
2015
Q4 | $6.4K | Buy |
+2,254
| New | +$6.4K | ﹤0.01% | 1280 |
|
|
2015
Q2 | $100K | Sell |
4,752
-723
| -13% | -$15.2K | 0.04% | 122 |
|
|
2015
Q1 | $120K | Buy |
+5,475
| New | +$120K | 0.06% | 157 |
|