Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $174K | Hold |
1,600
| – | – | ﹤0.01% | 2092 |
|
|
2025
Q4 | $161K | Hold |
1,600
| – | – | ﹤0.01% | 2038 |
|
|
2025
Q3 | $176K | Hold |
1,600
| – | – | ﹤0.01% | 1936 |
|
|
2025
Q2 | $177K | Hold |
1,600
| – | – | ﹤0.01% | 1812 |
|
|
2025
Q1 | $173K | Hold |
1,600
| – | – | ﹤0.01% | 1721 |
|
|
2024
Q4 | $168K | Hold |
1,600
| – | – | ﹤0.01% | 1708 |
|
|
2024
Q3 | $163K | Hold |
1,600
| – | – | ﹤0.01% | 1630 |
|
|
2024
Q2 | $156K | Hold |
1,600
| – | – | ﹤0.01% | 1566 |
|
|
2024
Q1 | $156K | Hold |
1,600
| – | – | ﹤0.01% | 1547 |
|
|
2023
Q4 | $146K | Hold |
1,600
| – | – | ﹤0.01% | 1511 |
|
|
2023
Q3 | $134K | Hold |
1,600
| – | – | ﹤0.01% | 1443 |
|
|
2023
Q2 | $139K | Hold |
1,600
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q1 | $138K | Hold |
1,600
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q4 | $132K | Hold |
1,600
| – | – | ﹤0.01% | 1429 |
|
|
2022
Q3 | $120K | Hold |
1,600
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q2 | $126K | Hold |
1,600
| – | – | ﹤0.01% | 1401 |
|
|
2022
Q1 | $137K | Hold |
1,600
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q4 | $146K | Hold |
1,600
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q3 | $143K | Hold |
1,600
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q2 | $150K | Hold |
1,600
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q1 | $148K | Hold |
1,600
| – | – | ﹤0.01% | 1430 |
|
|
2020
Q4 | $139K | Hold |
1,600
| – | – | ﹤0.01% | 1224 |
|
|
2020
Q3 | $121K | Hold |
1,600
| – | – | ﹤0.01% | 1145 |
|
|
2020
Q2 | $104K | Hold |
1,600
| – | – | ﹤0.01% | 1140 |
|
|
2020
Q1 | $90K | Hold |
1,600
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q4 | $118K | Buy |
+1,600
| New | +$115K | ﹤0.01% | 1063 |
|
Other funds holding PSL
MWM
