Creative Planning’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-7,380
| Closed | -$113K | – | 3176 |
|
|
2017
Q2 | $113K | Hold |
7,380
| – | – | ﹤0.01% | 1885 |
|
|
2017
Q1 | $110K | Hold |
7,380
| – | – | ﹤0.01% | 1876 |
|
|
2016
Q4 | $98K | Sell |
7,380
-2,100
| -22% | -$27.9K | ﹤0.01% | 1867 |
|
|
2016
Q3 | $131K | Buy |
9,480
+6,900
| +267% | +$95.3K | ﹤0.01% | 1651 |
|
|
2016
Q2 | $33K | Buy |
+2,580
| New | +$33K | ﹤0.01% | 2406 |
|