Global Retirement Partners’s Invesco MSCI USA ETF PBUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-192
Closed -$10.1K 3614
2024
Q1
$10.1K Hold
192
﹤0.01% 2121
2023
Q4
$9.14K Hold
192
﹤0.01% 2099
2023
Q3
$8.16K Sell
192
-1,707
-90% -$72.6K ﹤0.01% 2033
2023
Q2
$84K Buy
1,899
+192
+11% +$8.49K ﹤0.01% 1019
2023
Q1
$69.3K Hold
1,707
﹤0.01% 1085
2022
Q4
$64.9K Buy
1,707
+7
+0.4% +$266 ﹤0.01% 980
2022
Q3
$66K Buy
1,700
+18
+1% +$699 0.01% 917
2022
Q2
$63K Buy
1,682
+7
+0.4% +$262 0.01% 908
2022
Q1
$66K Buy
+1,675
New +$66K 0.01% 883