Engrave Wealth Partners’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-81
Closed -$2K 337
2020
Q2
$2K Sell
81
-70,575
-100% -$1.74M ﹤0.01% 406
2020
Q1
$2.04M Buy
70,656
+1,000
+1% +$28.8K 2.4% 11
2019
Q4
$2.39M Buy
+69,656
New +$2.39M 2.3% 13