FWA
FOCUS Wealth Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-603,459
| Closed | -$7.78M | – | 52 |
|
|
2022
Q1 | $7.78M | Buy |
603,459
+8,758
| +1% | +$113K | 4.63% | 6 |
|
|
2021
Q4 | $9.19M | Buy |
594,701
+35,512
| +6% | +$549K | 5.5% | 5 |
|
|
2021
Q3 | $8.38M | Buy |
559,189
+29,540
| +6% | +$443K | 5.67% | 5 |
|
|
2021
Q2 | $8.11M | Buy |
+529,649
| New | +$8.11M | 5.65% | 5 |
|