DWMG
DB Wealth Management Group’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $576 | Hold |
7
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $454 | Hold |
7
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $485 | Hold |
7
| – | – | ﹤0.01% | 353 |
|
|
2023
Q1 | $481 | Hold |
7
| – | – | ﹤0.01% | 349 |
|
|
2022
Q4 | $448 | Buy |
+7
| New | +$448 | ﹤0.01% | 345 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$2K | – | 366 |
|
|
2021
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 338 |
|
|
2021
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 328 |
|
|
2021
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 328 |
|
|
2021
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 343 |
|