Great Valley Advisor Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,090
| Closed | -$332K | – | 739 |
|
|
2022
Q4 | $332K | Sell |
12,090
-1,261
| -9% | -$34.6K | 0.02% | 518 |
|
|
2022
Q3 | $324K | Sell |
13,351
-1,962
| -13% | -$47.6K | 0.02% | 512 |
|
|
2022
Q2 | $423K | Sell |
15,313
-629
| -4% | -$17.4K | 0.02% | 465 |
|
|
2022
Q1 | $536K | Buy |
15,942
+1,618
| +11% | +$54.4K | 0.03% | 371 |
|
|
2021
Q4 | $577K | Sell |
14,324
-633
| -4% | -$25.5K | 0.04% | 357 |
|
|
2021
Q3 | $568K | Sell |
14,957
-5,317
| -26% | -$202K | 0.04% | 333 |
|
|
2021
Q2 | $764K | Sell |
20,274
-2,124
| -9% | -$80K | 0.06% | 267 |
|
|
2021
Q1 | $761K | Sell |
22,398
-1,489
| -6% | -$50.6K | 0.07% | 234 |
|
|
2020
Q4 | $807K | Buy |
+23,887
| New | +$807K | 0.08% | 206 |
|