AWM
Atticus Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-30
| Closed | -$1.87K | – | 575 |
|
2023
Q4 | $1.87K | Hold |
30
| – | – | ﹤0.01% | 486 |
|
2023
Q3 | $1.55K | Sell |
30
-121
| -80% | -$6.26K | ﹤0.01% | 519 |
|
2023
Q2 | $1.59K | Hold |
151
| – | – | ﹤0.01% | 513 |
|
2023
Q1 | $1.53K | Hold |
151
| – | – | ﹤0.01% | 484 |
|
2022
Q4 | $1.43K | Hold |
151
| – | – | ﹤0.01% | 479 |
|
2022
Q3 | $1K | Hold |
151
| – | – | ﹤0.01% | 550 |
|
2022
Q2 | $1K | Hold |
151
| – | – | ﹤0.01% | 584 |
|
2022
Q1 | $2K | Buy |
+151
| New | +$2K | ﹤0.01% | 532 |
|