Geneos Wealth Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC 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 | $202K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $197K | Sell |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $52K | Sell |
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|
2020
Q3 | $79K | Buy |
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|
2020
Q2 | $67K | Hold |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $69K | Buy |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Buy |
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