Clearview Wealth Advisors’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
Q3 | – | Sell |
-452
| Closed | -$36.6K | – | 467 |
|
|
2023
Q2 | $36.6K | Buy |
452
+1
| +0.2% | +$81 | 0.04% | 213 |
|
|
2023
Q1 | $34.3K | Hold |
451
| – | – | 0.03% | 220 |
|
|
2022
Q4 | $32.1K | Hold |
451
| – | – | 0.02% | 195 |
|
|
2022
Q3 | $31K | Hold |
451
| – | – | 0.02% | 205 |
|
|
2022
Q2 | $31K | Hold |
451
| – | – | 0.02% | 230 |
|
|
2022
Q1 | $37K | Hold |
451
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $43K | Sell |
451
-1
| -0.2% | -$95 | 0.03% | 242 |
|
|
2021
Q3 | $40K | Buy |
452
+1
| +0.2% | +$88 | 0.03% | 256 |
|
|
2021
Q2 | $40K | Hold |
451
| – | – | 0.02% | 265 |
|
|
2021
Q1 | $38K | Hold |
451
| – | – | 0.02% | 257 |
|
|
2020
Q4 | $40K | Buy |
+451
| New | +$40K | 0.03% | 216 |
|