GM
PSMM

GeoWealth Management’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

GeoWealth Management’s Portfolio PSMM Stock Details PSMM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100,484
Closed -$1.35M – 450
2022
Q4 		$1.35M Buy
+100,484
New +$1.35M 0.14% 96
2022
Q2 		– Sell
-46,143
Closed -$689K – 416
2022
Q1 		$689K Buy
+46,143
New +$689K 0.06% 174