Geneos Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $151K | Sell |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $142K | Sell |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $140K | Sell |
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|
2021
Q2 | $151K | Hold |
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|
2021
Q1 | $148K | Hold |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | $119K | Buy |
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|
2020
Q2 | $100K | Buy |
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|
2020
Q1 | $74K | Hold |
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|
2019
Q4 | $91K | Hold |
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|
2019
Q3 | $90K | Buy |
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|
2019
Q2 | $56K | Buy |
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