Concourse Financial Group Securities’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10439 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 10066 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 10074 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9884 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 9681 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 9447 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 9046 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 8458 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 7993 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 7586 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 7177 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6888 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 6696 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 6580 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 6490 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 6330 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 6306 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 6167 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 6083 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5922 |
|