Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-88
| Closed | -$8K | – | 4018 |
|
|
2022
Q1 | $8K | Buy |
+88
| New | +$8K | ﹤0.01% | 2628 |
|
|
2021
Q2 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2021
Q1 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2020
Q4 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2020
Q3 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2020
Q2 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2020
Q1 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q4 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q3 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q2 | $10K | Hold |
111
| – | – | ﹤0.01% | 2106 |
|
|
2019
Q1 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 2106 |
|