IFP Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,461
| Closed | -$32K | – | 4603 |
|
|
2022
Q4 | $32K | Hold |
2,461
| – | – | ﹤0.01% | 2564 |
|
|
2022
Q3 | $32K | Hold |
2,461
| – | – | ﹤0.01% | 2737 |
|
|
2022
Q2 | $32K | Hold |
2,461
| – | – | ﹤0.01% | 2496 |
|
|
2022
Q1 | $32K | Buy |
+2,461
| New | +$32K | ﹤0.01% | 2496 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4859 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4665 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4519 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4305 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4139 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3938 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3828 |
|
|
2019
Q4 | – | Sell |
-2,461
| Closed | -$32K | – | 3772 |
|
|
2019
Q3 | $32K | Buy |
+2,461
| New | +$32K | ﹤0.01% | 1571 |
|