CFD
PSMM
Creative Financial Designs’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-214
| Closed | -$2.87K | – | 1448 |
|
|
2022
Q4 | $2.87K | Hold |
214
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q3 | $3K | Hold |
214
| – | – | ﹤0.01% | 1147 |
|
|
2022
Q2 | $3K | Sell |
214
-281,611
| -100% | -$3.95M | ﹤0.01% | 1103 |
|
|
2022
Q1 | $4.21M | Buy |
281,825
+20,911
| +8% | +$312K | 0.64% | 40 |
|
|
2021
Q4 | $4.13M | Buy |
260,914
+25,445
| +11% | +$403K | 0.62% | 36 |
|
|
2021
Q3 | $3.63M | Buy |
235,469
+28,437
| +14% | +$438K | 0.6% | 36 |
|
|
2021
Q2 | $3.19M | Buy |
+207,032
| New | +$3.19M | 0.55% | 38 |
|