JWA
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JFS Wealth Advisors’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

JFS Wealth Advisors’s Portfolio PSP Stock Details PSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-629
Closed -$36K – 549
2015
Q2 		$36K Hold
629
– – 0.02% 212
2015
Q1 		$36K Hold
629
– – 0.02% 212
2014
Q4 		$35K Buy
629
+13
+2% +$723 0.01% 225
2014
Q3 		$34K Buy
+616
New +$34K 0.01% 217