SHJ
PSMB

Sharkey, Howes & Javer’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Sharkey, Howes & Javer’s Portfolio PSMB Stock Details PSMB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36,441
Closed -$532K – 106
2022
Q4 		$532K Sell
36,441
-410,812
-92% -$5.99M 0.12% 69
2022
Q3 		$6.15M Buy
+447,253
New +$6.15M 1.34% 17