Wealthcare Advisory Partners’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 |
-1,376
| Closed | -$90K | – | 1261 |
|
|
2018
Q4 | $90K | Hold |
1,376
| – | – | 0.02% | 326 |
|
|
2018
Q3 | $99K | Sell |
1,376
-1,124
| -45% | -$80.9K | 0.02% | 343 |
|
|
2018
Q2 | $177K | Hold |
2,500
| – | – | 0.03% | 234 |
|
|
2018
Q1 | $168K | Hold |
2,500
| – | – | 0.04% | 213 |
|
|
2017
Q4 | $163K | Hold |
2,500
| – | – | 0.04% | 197 |
|
|
2017
Q3 | $154K | Buy |
2,500
+1,491
| +148% | +$91.8K | 0.05% | 165 |
|
|
2017
Q2 | $60K | Hold |
1,009
| – | – | 0.03% | 45 |
|
|
2017
Q1 | $59K | Sell |
1,009
-667
| -40% | -$39K | 0.03% | 40 |
|
|
2016
Q4 | $90K | Buy |
+1,676
| New | +$90K | 0.05% | 37 |
|