Karp Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-2,100
| Closed | -$137K | – | 306 |
|
2018
Q4 | $137K | Buy |
+2,100
| New | +$137K | 0.07% | 100 |
|
2016
Q1 | – | Sell |
-6,600
| Closed | -$375K | – | 95 |
|
2015
Q4 | $375K | Buy |
6,600
+2,000
| +43% | +$114K | 0.22% | 81 |
|
2015
Q3 | $248K | Hold |
4,600
| – | – | 0.17% | 81 |
|
2015
Q2 | $247K | Hold |
4,600
| – | – | 0.17% | 86 |
|
2015
Q1 | $248K | Hold |
4,600
| – | – | 0.17% | 90 |
|
2014
Q4 | $234K | Buy |
+4,600
| New | +$234K | 0.17% | 91 |
|