Cambridge Investment Research Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $298K | Buy |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $258K | Buy |
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|
2019
Q3 | $226K | Buy |
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|
2019
Q2 | $182K | Buy |
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|
2019
Q1 | $143K | Buy |
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