LPL Financial’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.27M | Sell |
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|
2022
Q4 | $7.05M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $823K | Buy |
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|
2021
Q2 | $671K | Buy |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $133K | Buy |
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