LPL Financial’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM 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 | $2.62M | Sell |
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|
2022
Q4 | $8.15M | Buy |
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|
2022
Q3 | $3.55M | Sell |
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|
2022
Q2 | $3.74M | Sell |
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|
2022
Q1 | $5.17M | Buy |
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|
2021
Q4 | $2.46M | Buy |
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|
2021
Q3 | $1.34M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $144K | Sell |
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|
2020
Q1 | $133K | Buy |
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