WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,983
| Closed | -$732K | – | 1672 |
|
|
2016
Q3 | $732K | Buy |
12,983
+487
| +4% | +$27.5K | 0.18% | 135 |
|
|
2016
Q2 | $730K | Sell |
12,496
-1,287
| -9% | -$75.2K | 0.19% | 125 |
|
|
2016
Q1 | $785K | Sell |
13,783
-537
| -4% | -$30.6K | 0.23% | 108 |
|
|
2015
Q4 | $813K | Buy |
14,320
+2,167
| +18% | +$123K | 0.24% | 100 |
|
|
2015
Q3 | $655K | Buy |
+12,153
| New | +$655K | 0.21% | 113 |
|