Avantax Advisory Services’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
4,927
-93
| -2% | -$10.3K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $544K | Buy |
5,020
+1
| +0% | +$108 | ﹤0.01% | 1456 |
|
|
2024
Q4 | $527K | Sell |
5,019
-143
| -3% | -$15K | ﹤0.01% | 1408 |
|
|
2024
Q3 | $526K | Sell |
5,162
-422
| -8% | -$43K | ﹤0.01% | 1382 |
|
|
2024
Q2 | $543K | Sell |
5,584
-1,017
| -15% | -$98.9K | ﹤0.01% | 1311 |
|
|
2024
Q1 | $645K | Sell |
6,601
-296
| -4% | -$28.9K | 0.01% | 929 |
|
|
2023
Q4 | $631K | Buy |
6,897
+14
| +0.2% | +$1.28K | 0.01% | 888 |
|
|
2023
Q3 | $574K | Buy |
+6,883
| New | +$574K | 0.01% | 890 |
|