Heritage Wealth Management (Arizona)’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $72.3K | Buy |
1,532
+657
| +75% | +$31K | 0.01% | 456 |
|
|
2022
Q3 | $37K | Buy |
875
+109
| +14% | +$4.61K | 0.01% | 444 |
|
|
2022
Q2 | $37.6K | Sell |
766
-147
| -16% | -$7.22K | 0.01% | 461 |
|
|
2022
Q1 | $59K | Buy |
+913
| New | +$59K | 0.02% | 452 |
|
|
2021
Q3 | $71K | Hold |
953
| – | – | 0.03% | 403 |
|
|
2021
Q2 | $73K | Buy |
+953
| New | +$73K | 0.03% | 399 |
|