Avantax Advisory Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,907
| Closed | -$558K | – | 1345 |
|
|
2021
Q4 | $558K | Sell |
5,907
-372
| -6% | -$35.1K | 0.01% | 723 |
|
|
2021
Q3 | $560K | Hold |
6,279
| – | – | 0.01% | 683 |
|
|
2021
Q2 | $561K | Sell |
6,279
-130
| -2% | -$11.6K | 0.01% | 663 |
|
|
2021
Q1 | $545K | Sell |
6,409
-238
| -4% | -$20.2K | 0.01% | 594 |
|
|
2020
Q4 | $583K | Sell |
6,647
-2,331
| -26% | -$204K | 0.01% | 509 |
|
|
2020
Q3 | $687K | Buy |
8,978
+2,215
| +33% | +$169K | 0.01% | 682 |
|
|
2020
Q2 | $454K | Sell |
6,763
-88
| -1% | -$5.91K | 0.01% | 504 |
|
|
2020
Q1 | $369K | Buy |
6,851
+271
| +4% | +$14.6K | 0.01% | 515 |
|
|
2019
Q4 | $423K | Buy |
6,580
+91
| +1% | +$5.85K | 0.01% | 523 |
|
|
2019
Q3 | $395K | Sell |
6,489
-97
| -1% | -$5.91K | 0.02% | 365 |
|
|
2019
Q2 | $397K | Sell |
6,586
-184
| -3% | -$11.1K | 0.02% | 334 |
|
|
2019
Q1 | $384K | Sell |
6,770
-1,885
| -22% | -$107K | 0.02% | 309 |
|
|
2018
Q4 | $419K | Buy |
+8,655
| New | +$419K | 0.07% | 248 |
|