Consolidated Planning Corp’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-98,103
Closed -$4.24M 127
2022
Q4
$4.24M Sell
98,103
-8,344
-8% -$361K 1.17% 23
2022
Q3
$4.18M Sell
106,447
-8,814
-8% -$346K 1.3% 21
2022
Q2
$4.4M Buy
+115,261
New +$4.4M 1.38% 18