WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.55K | Hold |
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|
2023
Q1 | $2.57K | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q1 | $933K | Buy |
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|
2021
Q4 | $964K | Buy |
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|
2021
Q3 | $965K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.17M | Sell |
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|
2020
Q1 | $1.15M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $401K | Buy |
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|
2018
Q2 | $390K | Sell |
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|
2018
Q1 | $418K | Sell |
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|
2017
Q4 | $439K | Sell |
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|
2017
Q3 | $1.09M | Buy |
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|
2017
Q2 | $678K | Buy |
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|
2017
Q1 | $18.5K | Buy |
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|
2016
Q3 | $603K | Sell |
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|
2016
Q2 | $207K | Buy |
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