Darwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-17,716
| Closed | -$223K | – | 181 |
|
|
2020
Q2 | $223K | Sell |
17,716
-3,555
| -17% | -$44.7K | 0.06% | 143 |
|
|
2020
Q1 | $244K | Buy |
21,271
+4,539
| +27% | +$52.1K | 0.08% | 115 |
|
|
2019
Q4 | $215K | Buy |
16,732
+3,741
| +29% | +$48.1K | 0.06% | 147 |
|
|
2019
Q3 | $169K | Buy |
+12,991
| New | +$169K | 0.05% | 144 |
|