DWM
PSMB

Denver Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Denver Wealth Management’s Portfolio PSMB Stock Details PSMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-94,968
Closed -$1.41M – 82
2023
Q1 		$1.41M Sell
94,968
-2,619
-3% -$39K 0.98% 27
2022
Q4 		$1.42M Buy
+97,587
New +$1.42M 1.06% 23