Geneos Wealth Management’s Invesco Growth Multi-Asset Allocation ETF PSMG 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 | $152K | Sell |
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|
2023
Q1 | $185K | Hold |
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|
2022
Q4 | $181K | Sell |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $195K | Hold |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $229K | Hold |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $209K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $198K | Sell |
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|
2020
Q3 | $173K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Buy |
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