GeoWealth Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,056
| Closed | -$122K | – | 485 |
|
|
2023
Q1 | $122K | Sell |
10,056
-2,212
| -18% | -$26.8K | 0.01% | 233 |
|
|
2022
Q4 | $146K | Buy |
+12,268
| New | +$146K | 0.02% | 262 |
|
|
2022
Q2 | – | Sell |
-52,486
| Closed | -$692K | – | 415 |
|
|
2022
Q1 | $692K | Buy |
+52,486
| New | +$692K | 0.06% | 173 |
|