Heritage Wealth Management (Arizona)’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$45.2K	Buy	3,800 +1,900	+100%	+$22.6K	0.01%	513
2022 Q3	$22K	Hold	1,900	–	–	0.01%	519
2022 Q2	$23.1K	Hold	1,900	–	–	0.01%	518
2022 Q1	$25K	Buy	+1,900	New	+$25K	0.01%	567
2021 Q3	$26K	Hold	1,900	–	–	0.01%	524
2021 Q2	$26K	Buy	+1,900	New	+$26K	0.01%	529