Squar Milner Financial Services’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,296
| Closed | -$61K | – | 793 |
|
|
2020
Q1 | $61K | Sell |
5,296
-1,699
| -24% | -$19.6K | 0.04% | 341 |
|
|
2019
Q4 | $98K | Buy |
+6,995
| New | +$98K | 0.05% | 330 |
|
|
2019
Q3 | – | Sell |
-8,643
| Closed | -$121K | – | 773 |
|
|
2019
Q2 | $121K | Hold |
8,643
| – | – | 0.08% | 244 |
|
|
2019
Q1 | $117K | Sell |
8,643
-563
| -6% | -$7.62K | 0.09% | 240 |
|
|
2018
Q4 | $115K | Hold |
9,206
| – | – | 0.11% | 207 |
|
|
2018
Q3 | $127K | Buy |
+9,206
| New | +$127K | 0.11% | 215 |
|