HFS
PSMB

Howard Financial Services’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Howard Financial Services’s Portfolio PSMB Stock Details PSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,063
Closed -$179K – 120
2020
Q3 		$179K Buy
13,063
+80
+0.6% +$1.1K 0.12% 90
2020
Q2 		$172K Buy
12,983
+65
+0.5% +$861 0.12% 84
2020
Q1 		$150K Buy
+12,918
New +$150K 0.13% 70