Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-60
| Closed | -$4K | – | 617 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 753 |
|
|
2019
Q3 | – | Sell |
-897
| Closed | -$54K | – | 1061 |
|
|
2019
Q2 | $54K | Buy |
+897
| New | +$54K | 0.01% | 435 |
|
|
2018
Q1 | – | Sell |
-1,010
| Closed | -$52K | – | 1371 |
|
|
2017
Q4 | $52K | Buy |
1,010
+191
| +23% | +$9.83K | 0.01% | 591 |
|
|
2017
Q3 | $40K | Buy |
819
+403
| +97% | +$19.7K | 0.01% | 671 |
|
|
2017
Q2 | $19K | Hold |
416
| – | – | ﹤0.01% | 864 |
|
|
2017
Q1 | $19K | Hold |
416
| – | – | ﹤0.01% | 855 |
|
|
2016
Q4 | $17K | Sell |
416
-417
| -50% | -$17K | ﹤0.01% | 866 |
|
|
2016
Q3 | $35K | Hold |
833
| – | – | 0.01% | 675 |
|
|
2016
Q2 | $35K | Sell |
833
-411
| -33% | -$17.3K | 0.01% | 629 |
|
|
2016
Q1 | $51K | Buy |
+1,244
| New | +$51K | 0.02% | 392 |
|