Geneos Wealth Management’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM 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 | $34.9K | Hold |
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|
2023
Q1 | $35.1K | Hold |
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|
2022
Q4 | $34.2K | Hold |
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|
2022
Q3 | $33K | Sell |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | $62K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $58K | Buy |
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|
2020
Q3 | $31K | Hold |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $32K | Buy |
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|
2019
Q3 | $18K | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $18K | Hold |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q2 | $4K | Buy |
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