Joseph P. Lucia & Associates’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $398K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $385K | Hold |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $323K | Sell |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $276K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $504K | Hold |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $499K | Hold |
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|
2021
Q1 | $473K | Hold |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $389K | Sell |
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|
2020
Q2 | $402K | Hold |
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|
2020
Q1 | $316K | Hold |
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|
2019
Q4 | $497K | Buy |
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|
2019
Q3 | $332K | Buy |
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|
2019
Q2 | $305K | Sell |
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|
2019
Q1 | $25.6K | Buy |
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