SMFS
PSMB

Squar Milner Financial Services’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Squar Milner Financial Services’s Portfolio PSMB Stock Details PSMB Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$61K Sell
2019
Q4 		$98K Buy
2019
Q3 		– Sell
2019
Q2 		$121K Hold
2019
Q1 		$117K Sell
2018
Q4 		$115K Hold
2018
Q3 		$127K Buy