Accel Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-87
| Closed | -$5.98K | – | 662 |
|
|
2023
Q1 | $5.98K | Hold |
87
| – | – | ﹤0.01% | 987 |
|
|
2022
Q4 | $5.57K | Hold |
87
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $5K | Hold |
87
| – | – | ﹤0.01% | 842 |
|
|
2022
Q2 | $5K | Hold |
87
| – | – | ﹤0.01% | 808 |
|
|
2022
Q1 | $6K | Hold |
87
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $8K | Hold |
87
| – | – | ﹤0.01% | 748 |
|
|
2021
Q3 | $8K | Hold |
87
| – | – | 0.01% | 682 |
|
|
2021
Q2 | $8K | Hold |
87
| – | – | 0.01% | 732 |
|
|
2021
Q1 | $8K | Hold |
87
| – | – | 0.01% | 690 |
|
|
2020
Q4 | $7K | Buy |
+87
| New | +$7K | 0.01% | 671 |
|