BOK Financial Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,999
| Closed | -$238K | – | 133 |
|
|
2018
Q3 | $238K | Sell |
3,999
-267
| -6% | -$15.9K | 0.04% | 95 |
|
|
2018
Q2 | $236K | Buy |
+4,266
| New | +$236K | 0.04% | 94 |
|
|
2018
Q1 | – | Sell |
-4,545
| Closed | -$235K | – | 122 |
|
|
2017
Q4 | $235K | Buy |
+4,545
| New | +$235K | 0.04% | 110 |
|
|
2016
Q3 | – | Sell |
-6,877
| Closed | -$290K | – | 148 |
|
|
2016
Q2 | $290K | Buy |
+6,877
| New | +$290K | 0.05% | 103 |
|