Bank of Montreal’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13
| Closed | -$570 | – | 3735 |
|
|
2023
Q1 | $570 | Buy |
+13
| New | +$570 | ﹤0.01% | 3418 |
|
|
2020
Q1 | – | Sell |
-288
| Closed | -$11K | – | 4051 |
|
|
2019
Q4 | $11K | Hold |
288
| – | – | ﹤0.01% | 4006 |
|
|
2019
Q3 | $11K | Hold |
288
| – | – | ﹤0.01% | 3880 |
|
|
2019
Q2 | $11K | Hold |
288
| – | – | ﹤0.01% | 4017 |
|
|
2019
Q1 | $10K | Hold |
288
| – | – | ﹤0.01% | 3469 |
|
|
2018
Q4 | $8K | Hold |
288
| – | – | ﹤0.01% | 3587 |
|
|
2018
Q3 | $10K | Hold |
288
| – | – | ﹤0.01% | 3599 |
|
|
2018
Q2 | $10K | Hold |
288
| – | – | ﹤0.01% | 3620 |
|
|
2018
Q1 | $10K | Hold |
288
| – | – | ﹤0.01% | 3484 |
|
|
2017
Q4 | $10K | Hold |
288
| – | – | ﹤0.01% | 3446 |
|
|
2017
Q3 | $9K | Hold |
288
| – | – | ﹤0.01% | 3437 |
|
|
2017
Q2 | $9K | Hold |
288
| – | – | ﹤0.01% | 3432 |
|
|
2017
Q1 | $9K | Hold |
288
| – | – | ﹤0.01% | 3314 |
|
|
2016
Q4 | $9K | Buy |
288
+108
| +60% | +$3.38K | ﹤0.01% | 3324 |
|
|
2016
Q3 | $6K | Hold |
180
| – | – | ﹤0.01% | 3410 |
|
|
2016
Q2 | $6K | Hold |
180
| – | – | ﹤0.01% | 3411 |
|
|
2016
Q1 | $0 | Hold |
180
| – | – | ﹤0.01% | 4004 |
|
|
2015
Q4 | $6K | Hold |
180
| – | – | ﹤0.01% | 3509 |
|
|
2015
Q3 | $5K | Buy |
180
+130
| +260% | +$3.61K | ﹤0.01% | 3396 |
|
|
2015
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3527 |
|