LFG
PSMM

LifePlan Financial Group’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

LifePlan Financial Group’s Portfolio PSMM Stock Details PSMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$25K Hold
1,825
– – 0.01% 318
2020
Q2 		$24K Hold
1,825
– – 0.01% 315
2020
Q1 		$22K Hold
1,825
– – 0.01% 300
2019
Q4 		$25K Hold
1,825
– – 0.01% 325
2019
Q3 		$25K Hold
1,825
– – 0.01% 321
2019
Q2 		$25K Buy
+1,825
New +$25K 0.01% 320