VitalStone Financial’s Invesco Conservative Multi-Asset Allocation ETF PSMC Stock Holding History

VitalStone Financial’s Portfolio PSMC Stock Details PSMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-11,307	Closed	-$137K	–	685
2023 Q2	$137K	Buy	+11,307	New	+$138K	0.08%	172
2023 Q1	–	Sell	-12,268	Closed	-$146K	–	542
2022 Q4	$146K	Buy	+12,268	New	+$146K	0.1%	72

VitalStone Financial's PSMC Position: Q3 2023 in Review

VitalStone Financial sold out of Invesco Conservative Multi-Asset Allocation ETF (PSMC) in Q3 2023, closing a stake of 11,307 shares — an estimated $137K sold.

VitalStone Financial first reported a position in PSMC in Q4 2022 and held it in 2 quarters. The position peaked at $146K in Q4 2022. 0 funds tracked by Wall St. Rank hold PSMC as of Q3 2023.

VitalStone Financial reported no remaining Invesco Conservative Multi-Asset Allocation ETF position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 11,307 Invesco Conservative Multi-Asset Allocation ETF shares in Q3 2023, an estimated $137K.
VitalStone Financial first reported a position in Invesco Conservative Multi-Asset Allocation ETF in Q4 2022 and held it in 2 quarters.
VitalStone Financial's Invesco Conservative Multi-Asset Allocation ETF position peaked at $146K in Q4 2022.
0 funds tracked by Wall St. Rank held Invesco Conservative Multi-Asset Allocation ETF as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.