Engrave Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,041
| Closed | -$327K | – | 66 |
|
|
2022
Q1 | $327K | Hold |
4,041
| – | – | 0.12% | 41 |
|
|
2021
Q4 | $382K | Hold |
4,041
| – | – | 0.11% | 48 |
|
|
2021
Q3 | $362K | Hold |
4,041
| – | – | 0.11% | 50 |
|
|
2021
Q2 | $362K | Sell |
4,041
-111
| -3% | -$9.94K | 0.11% | 54 |
|
|
2021
Q1 | $353K | Hold |
4,152
| – | – | 0.14% | 49 |
|
|
2020
Q4 | $372K | Hold |
4,152
| – | – | 0.31% | 38 |
|
|
2020
Q3 | $321K | Hold |
4,152
| – | – | 0.31% | 32 |
|
|
2020
Q2 | $279K | Hold |
4,152
| – | – | 0.25% | 37 |
|
|
2020
Q1 | $224K | Hold |
4,152
| – | – | 0.26% | 33 |
|
|
2019
Q4 | $267K | Buy |
+4,152
| New | +$267K | 0.26% | 35 |
|