Geneos Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Hold |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $547K | Buy |
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|
2024
Q4 | $265K | Sell |
|
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $260K | Hold |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $336K | Hold |
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|
2022
Q4 | $323K | Hold |
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|
2022
Q3 | $292K | Sell |
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|
2022
Q2 | $900K | Sell |
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|
2022
Q1 | $973K | Buy |
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|
2021
Q4 | $682K | Sell |
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|
2021
Q3 | $773K | Buy |
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|
2021
Q2 | $802K | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $878K | Buy |
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|
2020
Q3 | $750K | Sell |
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|
2020
Q2 | $634K | Sell |
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|
2020
Q1 | $579K | Hold |
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|
2019
Q4 | $779K | Sell |
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|
2019
Q3 | $805K | Sell |
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|
2019
Q2 | $832K | Sell |
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|
2019
Q1 | $864K | Hold |
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|
2018
Q4 | $791K | Hold |
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|
2018
Q3 | $873K | Buy |
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|
2018
Q2 | $862K | Buy |
|