Genovese Burford & Brothers Wealth & Retirement Plan Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-282
| Closed | -$16K | – | 285 |
|
|
2018
Q2 | $16K | Hold |
282
| – | – | 0.01% | 275 |
|
|
2018
Q1 | $15K | Hold |
282
| – | – | 0.01% | 283 |
|
|
2017
Q4 | $16K | Hold |
282
| – | – | 0.04% | 160 |
|
|
2017
Q3 | $13K | Hold |
282
| – | – | 0.01% | 266 |
|
|
2017
Q2 | $13K | Hold |
282
| – | – | 0.01% | 257 |
|
|
2017
Q1 | $13K | Hold |
282
| – | – | 0.01% | 276 |
|
|
2016
Q4 | $12K | Hold |
282
| – | – | ﹤0.01% | 308 |
|
|
2016
Q3 | $11K | Hold |
282
| – | – | ﹤0.01% | 286 |
|
|
2016
Q2 | $11K | Hold |
282
| – | – | ﹤0.01% | 270 |
|
|
2016
Q1 | $11K | Hold |
282
| – | – | 0.01% | 252 |
|
|
2015
Q4 | $12K | Buy |
+282
| New | +$12K | 0.01% | 242 |
|