Total Clarity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-145
| Closed | -$2K | – | 1034 |
|
|
2022
Q2 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 951 |
|
|
2022
Q1 | – | Sell |
-145
| Closed | -$2K | – | 978 |
|
|
2021
Q4 | $2K | Hold |
145
| – | – | ﹤0.01% | 938 |
|
|
2021
Q3 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 944 |
|
|
2021
Q2 | – | Sell |
-145
| Closed | -$2K | – | 800 |
|
|
2021
Q1 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 792 |
|
|
2020
Q1 | – | Sell |
-145
| Closed | -$2K | – | 666 |
|
|
2019
Q4 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 664 |
|