BFG
Barber Financial Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-56,056
| Closed | -$3.61M | – | 147 |
|
2019
Q4 | $3.61M | Sell |
56,056
-39,590
| -41% | -$2.55M | 0.73% | 34 |
|
2019
Q3 | $5.83M | Buy |
95,646
+42,742
| +81% | +$2.6M | 1.24% | 22 |
|
2019
Q2 | $3.19M | Buy |
52,904
+25,750
| +95% | +$1.55M | 0.75% | 31 |
|
2019
Q1 | $1.54M | Sell |
27,154
-239,789
| -90% | -$13.6M | 0.3% | 45 |
|
2018
Q4 | $12.9M | Buy |
+266,943
| New | +$12.9M | 2.78% | 9 |
|