SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,895
+2
| +0.1% | +$219 | 0.08% | 95 |
|
|
2025
Q1 | $203K | Buy |
+1,893
| New | +$203K | 0.09% | 95 |
|
|
2024
Q3 | – | Sell |
-2,114
| Closed | -$202K | – | 107 |
|
|
2024
Q2 | $202K | Buy |
+2,114
| New | +$202K | 0.09% | 100 |
|
|
2023
Q3 | – | Sell |
-2,344
| Closed | -$202K | – | 102 |
|
|
2023
Q2 | $202K | Buy |
+2,344
| New | +$202K | 0.1% | 116 |
|
|
2022
Q4 | – | Sell |
-2,318
| Closed | -$173K | – | 576 |
|
|
2022
Q3 | $173K | Buy |
2,318
+18
| +0.8% | +$1.34K | 0.07% | 145 |
|
|
2022
Q2 | $181K | Buy |
2,300
+5
| +0.2% | +$393 | 0.06% | 152 |
|
|
2022
Q1 | $196K | Buy |
2,295
+8
| +0.3% | +$683 | 0.07% | 136 |
|
|
2021
Q4 | $209K | Buy |
2,287
+9
| +0.4% | +$822 | 0.09% | 120 |
|
|
2021
Q3 | $204K | Buy |
2,278
+9
| +0.4% | +$806 | 0.11% | 104 |
|
|
2021
Q2 | $212K | Sell |
2,269
-612
| -21% | -$57.2K | 0.17% | 66 |
|
|
2021
Q1 | $267K | Sell |
2,881
-373
| -11% | -$34.6K | 0.24% | 45 |
|
|
2020
Q4 | $282K | Buy |
3,254
+8
| +0.2% | +$693 | 0.18% | 40 |
|
|
2020
Q3 | $246K | Buy |
3,246
+8
| +0.2% | +$606 | 0.19% | 41 |
|
|
2020
Q2 | $210K | Buy |
3,238
+10
| +0.3% | +$649 | 0.17% | 42 |
|
|
2020
Q1 | $182K | Buy |
3,228
+5
| +0.2% | +$282 | 0.29% | 19 |
|
|
2019
Q4 | $239K | Sell |
3,223
-249
| -7% | -$18.5K | 0.29% | 23 |
|
|
2019
Q3 | $250K | Sell |
3,472
-1,610
| -32% | -$116K | 0.34% | 24 |
|
|
2019
Q2 | $365K | Buy |
+5,082
| New | +$365K | 0.59% | 23 |
|