SWM
PSMB

Spire Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Spire Wealth Management’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
Q2 		– Sell
-216
Closed -$3.21K – 2565
2023
Q1 		$3.21K Buy
+216
New +$3.21K ﹤0.01% 2148