Concert Wealth Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-423
| Closed | -$23K | – | 811 |
|
|
2016
Q3 | $23K | Buy |
+423
| New | +$23K | ﹤0.01% | 889 |
|
|
2014
Q2 | – | Sell |
-6,186
| Closed | -$372K | – | 581 |
|
|
2014
Q1 | $372K | Buy |
+6,186
| New | +$372K | 0.05% | 350 |
|
|
2013
Q4 | – | Sell |
-2,489
| Closed | -$23K | – | 566 |
|
|
2013
Q3 | $23K | Buy |
+2,489
| New | +$23K | ﹤0.01% | 524 |
|