WP
PSMM

WealthPLAN Partners’s Invesco Moderately Conservative Multi-Asset Allocation ETF PSMM Stock Holding History

WealthPLAN Partners’s Portfolio PSMM Stock Details PSMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		$240K Hold
16,866
– – 0.02% 353
2021
Q4 		$259K Buy
16,866
+907
+6% +$13.9K 0.02% 339
2021
Q3 		$253K Buy
+15,959
New +$253K 0.02% 334