IWS
Insight Wealth Strategies’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,831
| Closed | -$373K | – | 186 |
|
|
2019
Q4 | $373K | Sell |
5,831
-718
| -11% | -$45.9K | 0.08% | 155 |
|
|
2019
Q3 | $387K | Sell |
6,549
-8,626
| -57% | -$510K | 0.09% | 137 |
|
|
2019
Q2 | $906K | Sell |
15,175
-135,932
| -90% | -$8.12M | 0.22% | 70 |
|
|
2019
Q1 | $8.65M | Buy |
151,107
+4,506
| +3% | +$258K | 2.42% | 13 |
|
|
2018
Q4 | $7.34M | Buy |
+146,601
| New | +$7.34M | 2.25% | 14 |
|