PWA
PSMB

PCG Wealth Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

PCG Wealth Advisors’s Portfolio PSMB Stock Details PSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-42,267
Closed -$617K – 123
2022
Q4 		$617K Sell
42,267
-44,095
-51% -$643K 0.39% 55
2022
Q3 		$1.19M Buy
86,362
+43,181
+100% +$593K 0.42% 48
2022
Q2 		$627K Buy
+43,181
New +$627K 0.45% 45