UBS Group’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 | $50.3K | Buy |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $15K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $45K | Sell |
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|
2019
Q4 | $143K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Sell |
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|
2019
Q1 | $25K | Buy |
|