Concentrum Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,198
| Closed | -$388K | – | 41 |
|
|
2020
Q1 | $388K | Sell |
7,198
-250
| -3% | -$13.5K | 0.52% | 24 |
|
|
2019
Q4 | $479K | Buy |
7,448
+1
| +0% | +$64 | 0.54% | 23 |
|
|
2019
Q3 | $454K | Buy |
7,447
+2,379
| +47% | +$145K | 0.57% | 20 |
|
|
2019
Q2 | $306K | Buy |
5,068
+806
| +19% | +$48.7K | 0.37% | 25 |
|
|
2019
Q1 | $242K | Buy |
+4,262
| New | +$242K | 0.32% | 29 |
|