IFP Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4860 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4666 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4520 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4306 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4140 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3939 |
|
|
2020
Q1 | – | Sell |
-3,532
| Closed | -$50K | – | 3829 |
|
|
2019
Q4 | $50K | Hold |
3,532
| – | – | ﹤0.01% | 1256 |
|
|
2019
Q3 | $49K | Buy |
+3,532
| New | +$49K | ﹤0.01% | 1381 |
|