Wilbanks Smith & Thomas Asset Management’s Invesco Global Listed Private Equity ETF PSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $241K | Hold |
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|
2019
Q1 | $231K | Hold |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $140K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $2.19M | Buy |
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|
2017
Q2 | $2.16M | Sell |
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|
2017
Q1 | $2.04M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $464K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $976K | Buy |
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