Global Retirement Partners’s Invesco Growth Multi-Asset Allocation ETF PSMG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-992
| Closed | -$16.2K | – | 3365 |
|
2022
Q4 | $16.2K | Buy |
992
+126
| +15% | +$2.06K | ﹤0.01% | 1563 |
|
2022
Q3 | $14K | Buy |
866
+106
| +14% | +$1.71K | ﹤0.01% | 1558 |
|
2022
Q2 | $12K | Buy |
760
+147
| +24% | +$2.32K | ﹤0.01% | 1572 |
|
2022
Q1 | $10K | Buy |
+613
| New | +$10K | ﹤0.01% | 1639 |
|
2021
Q4 | – | Sell |
-261
| Closed | -$5K | – | 1958 |
|
2021
Q3 | $5K | Buy |
261
+160
| +158% | +$3.07K | ﹤0.01% | 1652 |
|
2021
Q2 | $2K | Buy |
+101
| New | +$2K | ﹤0.01% | 1766 |
|