CFA
PSMC
Camarda Financial Advisors’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,653
| Closed | -$227K | – | 88 |
|
|
2023
Q1 | $227K | Hold |
18,653
| – | – | 0.17% | 57 |
|
|
2022
Q4 | $222K | Sell |
18,653
-305
| -2% | -$3.63K | 0.22% | 73 |
|
|
2022
Q3 | $220K | Sell |
18,958
-4,300
| -18% | -$49.9K | 0.26% | 61 |
|
|
2022
Q2 | $283K | Sell |
23,258
-4,219
| -15% | -$51.3K | 0.28% | 62 |
|
|
2022
Q1 | $362K | Buy |
27,477
+785
| +3% | +$10.3K | 0.17% | 76 |
|
|
2021
Q4 | $370K | Sell |
26,692
-2,371
| -8% | -$32.9K | 0.21% | 67 |
|
|
2021
Q3 | $399K | Sell |
29,063
-1,344
| -4% | -$18.5K | 0.27% | 71 |
|
|
2021
Q2 | $418K | Sell |
30,407
-6,109
| -17% | -$84K | 0.26% | 65 |
|
|
2021
Q1 | $490K | Buy |
36,516
+10,014
| +38% | +$134K | 0.35% | 73 |
|
|
2020
Q4 | $357K | Sell |
26,502
-1,275
| -5% | -$17.2K | 0.3% | 62 |
|
|
2020
Q3 | $359K | Buy |
27,777
+3,615
| +15% | +$46.7K | 0.44% | 41 |
|
|
2020
Q2 | $304K | Buy |
+24,162
| New | +$304K | 0.43% | 38 |
|