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Beacon Capital Management Inc (Ohio)’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-352
Closed -$31K – 80
2021
Q3 		$31K Buy
+352
New +$32.4K ﹤0.01% 45

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Beacon Capital Management Inc (Ohio)'s PDP Position: Q4 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2021, closing a stake of 352 shares — an estimated $31K sold.

Beacon Capital Management Inc (Ohio) first reported a position in PDP in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 202 funds tracked by Wall St. Rank hold PDP as of Q4 2021.

  • Beacon Capital Management Inc (Ohio) reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 352 Invesco Dorsey Wright Momentum ETF shares in Q4 2021, an estimated $31K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Invesco Dorsey Wright Momentum ETF position peaked at $31K in Q3 2021.
  • 202 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2021, filed 4 Jan 2022.