Berger Financial Group’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 |
-2,744
| Closed | -$222K | – | 272 |
|
|
2022
Q1 | $222K | Hold |
2,744
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $259K | Hold |
2,744
| – | – | 0.03% | 224 |
|
|
2021
Q3 | $245K | Hold |
2,744
| – | – | 0.04% | 183 |
|
|
2021
Q2 | $246K | Hold |
2,744
| – | – | 0.04% | 180 |
|
|
2021
Q1 | $234K | Sell |
2,744
-31,269
| -92% | -$2.67M | 0.05% | 174 |
|
|
2020
Q4 | $2.99M | Buy |
+34,013
| New | +$2.99M | 0.52% | 69 |
|