KWM
Kingsview Wealth Management’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,341
| Closed | -$203K | – | 993 |
|
|
2023
Q2 | $203K | Buy |
+2,341
| New | +$203K | 0.01% | 857 |
|
|
2021
Q3 | – | Sell |
-3,359
| Closed | -$316K | – | 906 |
|
|
2021
Q2 | $316K | Buy |
+3,359
| New | +$316K | 0.02% | 682 |
|
|
2020
Q2 | – | Sell |
-5,300
| Closed | -$298K | – | 594 |
|
|
2020
Q1 | $298K | Hold |
5,300
| – | – | 0.04% | 361 |
|
|
2019
Q4 | $393K | Hold |
5,300
| – | – | 0.05% | 325 |
|
|
2019
Q3 | $382K | Hold |
5,300
| – | – | 0.06% | 298 |
|
|
2019
Q2 | $381K | Hold |
5,300
| – | – | 0.06% | 282 |
|
|
2019
Q1 | $376K | Hold |
5,300
| – | – | 0.06% | 311 |
|
|
2018
Q4 | $346K | Buy |
+5,300
| New | +$346K | 0.08% | 264 |
|