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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$532K Sell
2022
Q3 		$6.14M Buy