B. Riley Wealth Management’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,271
| Closed | -$122K | – | 1067 |
|
|
2015
Q1 | $122K | Sell |
2,271
-963
| -30% | -$51.7K | 0.09% | 250 |
|
|
2014
Q4 | $169K | Hold |
3,234
| – | – | 0.14% | 189 |
|
|
2014
Q3 | $178K | Hold |
3,234
| – | – | 0.13% | 212 |
|
|
2014
Q2 | $178K | Sell |
3,234
-55
| -2% | -$3.03K | 0.12% | 243 |
|
|
2014
Q1 | $173K | Buy |
+3,289
| New | +$173K | 0.13% | 222 |
|