Freedman Financial Associates’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-378
| Closed | -$19K | – | 321 |
|
|
2022
Q1 | $19K | Hold |
378
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $21K | Hold |
378
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $20K | Hold |
378
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $19K | Hold |
378
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $18K | Hold |
378
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $16K | Buy |
+378
| New | +$16K | 0.01% | 320 |
|