Concourse Financial Group Securities’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10441 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10068 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10076 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9886 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 9683 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 9449 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 9048 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8460 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7995 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7588 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7179 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6890 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6698 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6582 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6492 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6332 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6308 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6169 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6085 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5924 |
|