EWA
EP Wealth Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-37,291
| Closed | -$1.04M | – | 211 |
|
|
2018
Q1 | $1.04M | Sell |
37,291
-11,082
| -23% | -$309K | 0.1% | 95 |
|
|
2017
Q4 | $1.34M | Sell |
48,373
-25,629
| -35% | -$708K | 0.14% | 66 |
|
|
2017
Q3 | $2M | Sell |
74,002
-20,552
| -22% | -$556K | 0.23% | 52 |
|
|
2017
Q2 | $2.43M | Buy |
+94,554
| New | +$2.43M | 0.3% | 52 |
|