Consolidated Planning Corp’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-41,113
Closed -$1.67M 125
2022
Q4
$1.67M Buy
41,113
+100
+0.2% +$4.07K 0.46% 55
2022
Q3
$1.57M Buy
+41,013
New +$1.57M 0.49% 52