WA
PSMB

Waverly Advisors’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Waverly Advisors’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
Q1 		– Sell
-20,505
Closed -$299K – 315
2022
Q4 		$299K Buy
+20,505
New +$299K 0.02% 223