WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $125K | Buy |
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|
2017
Q1 | $97K | Buy |
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|
2016
Q4 | $92K | Buy |
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|
2016
Q3 | $92K | Buy |
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|
2016
Q2 | $89K | Hold |
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|
2016
Q1 | $86K | Hold |
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|
2015
Q4 | $85K | Hold |
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|
2015
Q3 | $84K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $35K | Sell |
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|
2014
Q3 | $52K | Buy |
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|
2014
Q2 | $16K | Buy |
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|
2014
Q1 | $15K | Buy |
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|
2013
Q4 | $15K | Buy |
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|
2013
Q3 | $14K | Buy |
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|
2013
Q2 | $14K | Buy |
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