AE Wealth Management’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-19,267
Closed -$234K 664
2018
Q4
$234K Buy
19,267
+63
+0.3% +$765 0.04% 405
2018
Q3
$244K Buy
19,204
+8,772
+84% +$111K 0.01% 505
2018
Q2
$131K Buy
+10,432
New +$131K 0.01% 437