Selective Wealth Management, Inc. Invesco Dwa Consumer Staples M Transaction History

Selective Wealth Management, Inc.

$233 Million
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 11, 2023	BUY	N/A	2,344 New	2,344 $0
Q3 2022 Oct 21, 2022	BUY	N/A	18 Added 0.78%	2,318 $173,000
Q2 2022 Jul 28, 2022	BUY	N/A	5 Added 0.22%	2,300 $181,000
Q1 2022 Apr 20, 2022	BUY	N/A	8 Added 0.35%	2,295 $196,000
Q4 2021 Jan 18, 2022	BUY	N/A	9 Added 0.4%	2,287 $209,000

Q3 2021 Oct 27, 2021	BUY	N/A	9 Added 0.4%	2,278 $204,000
Q2 2021 Aug 04, 2021	SELL	N/A	-612 Reduced 21.24%	2,269 $0
Q1 2021 Apr 09, 2021	SELL	N/A	-373 Reduced 11.46%	2,881 $267,000
Q4 2020 Jan 22, 2021	BUY	N/A	8 Added 0.25%	3,254 $282,000
Q3 2020 Oct 21, 2020	BUY	N/A	8 Added 0.25%	3,246 $246,000
Q2 2020 Jul 15, 2020	BUY	N/A	10 Added 0.31%	3,238 $210,000
Q1 2020 Apr 16, 2020	BUY	N/A	5 Added 0.16%	3,228 $182,000
Q4 2019 Jan 10, 2020	SELL	N/A	-249 Reduced 7.17%	3,223 $239,000
Q3 2019 Oct 29, 2019	SELL	N/A	-1,610 Reduced 31.68%	3,472 $250,000
Q2 2019 Jul 16, 2019	BUY	N/A	5,082 New	5,082 $365,000

Others Institutions Holding PSL

# of Institutions

54

Shares Held

320K

Call Options Held

3.1K

Put Options Held

0

About INVESCO DWA CONSUMER STAPLES M

Ticker PSL

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