Harbour Investments’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Harbour Investments’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,248	Closed	-$27.4K	–	3141
2023 Q1	$27.4K	Hold	2,248	–	–	﹤0.01%	1607
2022 Q4	$26.7K	Buy	2,248 +448	+25%	+$5.32K	﹤0.01%	1557
2022 Q3	$22K	Hold	1,800	–	–	﹤0.01%	1611
2022 Q2	$22K	Buy	+1,800	New	+$22.6K	﹤0.01%	1611
2021 Q4	–	Sell	-2,889	Closed	-$40K	–	3902
2021 Q3	$40K	Buy	+2,889	New	+$40.1K	﹤0.01%	1915

Other funds holding PSMC

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return

Harbour Investments's PSMC Position: Q2 2023 in Review

Harbour Investments sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q2 2023, closing a stake of 2,248 shares — an estimated $27.4K sold.

Harbour Investments first reported a position in PSMC in Q3 2021 and held it in 5 quarters. The position peaked at $40K in Q3 2021. 2 funds tracked by Wall St. Rank hold PSMC as of Q2 2023.

Harbour Investments reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 2,248 Invesco Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $27.4K.
Harbour Investments first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q3 2021 and held it in 5 quarters.
Harbour Investments's Invesco Conservative Multi-Asset Allocation ETF position peaked at $40K in Q3 2021.
2 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.