EFS
Essex Financial Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-6,745
| Closed | -$327K | – | 252 |
|
|
2018
Q4 | $327K | Hold |
6,745
| – | – | 0.1% | 171 |
|
|
2018
Q3 | $402K | Hold |
6,745
| – | – | 0.09% | 181 |
|
|
2018
Q2 | $373K | Hold |
6,745
| – | – | 0.09% | 184 |
|
|
2018
Q1 | $355K | Hold |
6,745
| – | – | 0.07% | 235 |
|
|
2017
Q4 | $348K | Hold |
6,745
| – | – | 0.08% | 193 |
|
|
2017
Q3 | $328K | Hold |
6,745
| – | – | 0.08% | 199 |
|
|
2017
Q2 | $316K | Buy |
+6,745
| New | +$316K | 0.07% | 261 |
|