Bartlett & Co Wealth Management’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
Q2 | – | Sell |
-1,900
| Closed | -$154K | – | 1318 |
|
|
2022
Q1 | $154K | Buy |
+1,900
| New | +$154K | ﹤0.01% | 420 |
|
|
2021
Q4 | – | Sell |
-1,900
| Closed | -$170K | – | 742 |
|
|
2021
Q3 | $170K | Hold |
1,900
| – | – | ﹤0.01% | 349 |
|
|
2021
Q2 | $170K | Hold |
1,900
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $162K | Hold |
1,900
| – | – | ﹤0.01% | 346 |
|
|
2020
Q4 | $167K | Hold |
1,900
| – | – | ﹤0.01% | 343 |
|
|
2020
Q3 | $145K | Hold |
1,900
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $128K | Buy |
+1,900
| New | +$128K | ﹤0.01% | 360 |
|