Compass Efficient Model Portfolios, LLC CVY Holdings History
Compass Efficient Model Portfolios, LLC's Invesco Zacks Multi-Asset Income ETF Holding Summary
As of 2013-12-31, Compass Efficient Model Portfolios, LLC held 4,236.00 shares of Invesco Zacks Multi-Asset Income ETF(CVY), totaling $105,000.00. This investment constitutes 4.59% of their stock portfolio, and Compass Efficient Model Portfolios, LLC now holds 0.08% of the outstanding Invesco Zacks Multi-Asset Income ETF(CVY) stock.
The initial trade took place in 2013Q2. And since then Compass Efficient Model Portfolios, LLC has made 2 purchases of CVY, at an average price of $24.01, for a total of 4,236.00 shares. Based on historical transaction data and CVY's current price of $26.35, Compass Efficient Model Portfolios, LLC's estimated gain on his CVY holdings is $9,947.76, reflecting a 9.78% gain to date.
Compass Efficient Model Portfolios, LLC CVY ($26.35) Holding Chart
Compass Efficient Model Portfolios, LLC CVY ($26.35) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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