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

Harbour Investments’s Portfolio PSMM Stock Details PSMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,635	Closed	-$63.8K	–	3143
2023 Q1	$63.8K	Sell	4,635 -97	-2%	-$1.34K	﹤0.01%	1246
2022 Q4	$63.5K	Sell	4,732 -2,841	-38%	-$38.1K	﹤0.01%	1205
2022 Q3	$103K	Hold	7,573	–	–	0.01%	957
2022 Q2	$103K	Buy	+7,573	New	+$108K	0.01%	957
2021 Q4	$53K	Sell	3,322 -214	-6%	-$3.36K	﹤0.01%	1241
2021 Q3	$54K	Sell	3,536 -663	-16%	-$10.3K	﹤0.01%	1728
2021 Q2	$65K	Buy	4,199 +12	+0.3%	+$183	﹤0.01%	1656
2021 Q1	$62K	Buy	+4,187	New	+$61.9K	﹤0.01%	1562

Other funds holding PSMM

GWM

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

Harbour Investments's PSMM Position: Q2 2023 in Review

Harbour Investments sold out of Invesco Moderately Conservative Multi-Asset Allocation ETF (PSMM) in Q2 2023, closing a stake of 4,635 shares — an estimated $63.8K sold.

Harbour Investments first reported a position in PSMM in Q1 2021 and held it in 8 quarters. The position peaked at $103K in Q3 2022. 1 fund tracked by Wall St. Rank holds PSMM as of Q2 2023.

Harbour Investments reported no remaining Invesco Moderately Conservative Multi-Asset Allocation ETF position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 4,635 Invesco Moderately Conservative Multi-Asset Allocation ETF shares in Q2 2023, an estimated $63.8K.
Harbour Investments first reported a position in Invesco Moderately Conservative Multi-Asset Allocation ETF in Q1 2021 and held it in 8 quarters.
Harbour Investments's Invesco Moderately Conservative Multi-Asset Allocation ETF position peaked at $103K in Q3 2022.
1 fund tracked by Wall St. Rank held Invesco Moderately Conservative Multi-Asset Allocation ETF as of Q2 2023.

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