VWM
PSMM

Venturi Wealth Management’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

Venturi Wealth Management’s Portfolio PSMM Stock Details PSMM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,769
Closed -$24.3K – 1315
2023
Q1 		$24.3K Buy
+1,769
New +$24.3K ﹤0.01% 563