B. Riley Wealth Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $666K | Sell |
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|
2021
Q1 | $540K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $228K | Sell |
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|
2015
Q2 | $296K | Hold |
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|
2015
Q1 | $307K | Buy |
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|
2014
Q4 | $266 | Buy |
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|
2014
Q3 | $275K | Sell |
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|
2014
Q2 | $297K | Buy |
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|
2014
Q1 | $247K | Buy |
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|
2013
Q4 | $205K | Buy |
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|
2013
Q3 | $168K | Buy |
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|
2013
Q2 | $152K | Buy |
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