Cetera Investment Advisers’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,041
| Closed | -$268K | – | 2302 |
|
|
2023
Q1 | $268K | Sell |
18,041
-248
| -1% | -$3.69K | ﹤0.01% | 1765 |
|
|
2022
Q4 | $267K | Sell |
18,289
-6
| -0% | -$88 | ﹤0.01% | 1735 |
|
|
2022
Q3 | $251K | Buy |
18,295
+2,032
| +12% | +$27.9K | 0.01% | 1384 |
|
|
2022
Q2 | $236K | Sell |
16,263
-409
| -2% | -$5.94K | ﹤0.01% | 1574 |
|
|
2022
Q1 | $272K | Buy |
16,672
+839
| +5% | +$13.7K | ﹤0.01% | 1537 |
|
|
2021
Q4 | $272K | Buy |
+15,833
| New | +$272K | ﹤0.01% | 1550 |
|