Cary Street Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-150
| Closed | -$11.5K | – | 1467 |
|
|
2023
Q3 | $11.5K | Buy |
+150
| New | +$11.5K | ﹤0.01% | 1260 |
|
|
2023
Q1 | – | Sell |
-56
| Closed | -$3.98K | – | 1713 |
|
|
2022
Q4 | $3.98K | Buy |
+56
| New | +$3.98K | ﹤0.01% | 1383 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$11K | – | 716 |
|
|
2020
Q3 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 750 |
|