Arkadios Wealth Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,220
| Closed | -$111K | – | 1459 |
|
|
2021
Q3 | $111K | Sell |
2,220
-600
| -21% | -$30K | 0.02% | 662 |
|
|
2021
Q2 | $140K | Buy |
2,820
+2,160
| +327% | +$107K | 0.02% | 623 |
|
|
2021
Q1 | $31K | Hold |
660
| – | – | 0.01% | 835 |
|
|
2020
Q4 | $30K | Buy |
660
+600
| +1,000% | +$27.3K | 0.01% | 659 |
|
|
2020
Q3 | $2.41K | Buy |
+60
| New | +$2.41K | ﹤0.01% | 928 |
|