WealthBridge 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $921K | Buy |
8,321
+80
| +1% | +$8.85K | 0.23% | 77 |
|
2025
Q1 | $893K | Hold |
8,241
| – | – | 0.25% | 77 |
|
2024
Q4 | $865K | Hold |
8,241
| – | – | 0.24% | 76 |
|
2024
Q3 | $839K | Sell |
8,241
-20
| -0.2% | -$2.04K | 0.24% | 78 |
|
2024
Q2 | $803K | Hold |
8,261
| – | – | 0.26% | 69 |
|
2024
Q1 | $807K | Hold |
8,261
| – | – | 0.27% | 67 |
|
2023
Q4 | $756K | Hold |
8,261
| – | – | 0.28% | 68 |
|
2023
Q3 | $689K | Hold |
8,261
| – | – | 0.28% | 67 |
|
2023
Q2 | $717K | Hold |
8,261
| – | – | 0.29% | 67 |
|
2023
Q1 | $711K | Hold |
8,261
| – | – | 0.28% | 70 |
|
2022
Q4 | $683K | Hold |
8,261
| – | – | 0.29% | 72 |
|
2022
Q3 | $649K | Hold |
8,261
| – | – | 0.28% | 77 |
|
2022
Q2 | $649K | Hold |
8,261
| – | – | 0.28% | 77 |
|
2022
Q1 | $707K | Sell |
8,261
-200
| -2% | -$17.1K | 0.26% | 81 |
|
2021
Q4 | $774K | Sell |
8,461
-150
| -2% | -$13.7K | 0.29% | 77 |
|
2021
Q3 | $770K | Sell |
8,611
-50
| -0.6% | -$4.47K | 0.29% | 73 |
|
2021
Q2 | $811K | Sell |
8,661
-40
| -0.5% | -$3.75K | 0.3% | 75 |
|
2021
Q1 | $806K | Sell |
8,701
-300
| -3% | -$27.8K | 0.33% | 63 |
|
2020
Q4 | $780K | Sell |
9,001
-60
| -0.7% | -$5.2K | 0.34% | 63 |
|
2020
Q3 | $688K | Hold |
9,061
| – | – | 0.35% | 62 |
|
2020
Q2 | $589K | Sell |
9,061
-150
| -2% | -$9.75K | 0.33% | 61 |
|
2020
Q1 | $518K | Buy |
9,211
+2,291
| +33% | +$129K | 0.36% | 61 |
|
2019
Q4 | $513K | Hold |
6,920
| – | – | 0.33% | 65 |
|
2019
Q3 | $499K | Sell |
6,920
-855
| -11% | -$61.7K | 0.36% | 65 |
|
2019
Q2 | $507K | Buy |
7,775
+55
| +0.7% | +$3.59K | 0.46% | 53 |
|
2019
Q1 | $558K | Sell |
7,720
-55
| -0.7% | -$3.98K | 0.35% | 57 |
|
2018
Q4 | $507K | Buy |
+7,775
| New | +$507K | 0.39% | 53 |
|