IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
300
| – | – | ﹤0.01% | 2632 |
|
|
2025
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 2385 |
|
|
2024
Q4 | $17.1K | Hold |
300
| – | – | ﹤0.01% | 2315 |
|
|
2024
Q3 | $16.6K | Buy |
+300
| New | +$16.6K | ﹤0.01% | 2220 |
|
|
2022
Q4 | – | Sell |
-1,405
| Closed | -$51K | – | 4775 |
|
|
2022
Q3 | $51K | Hold |
1,405
| – | – | ﹤0.01% | 2358 |
|
|
2022
Q2 | $51K | Hold |
1,405
| – | – | ﹤0.01% | 2164 |
|
|
2022
Q1 | $51K | Buy |
1,405
+492
| +54% | +$17.9K | ﹤0.01% | 2164 |
|
|
2021
Q4 | $50K | Hold |
913
| – | – | ﹤0.01% | 1530 |
|
|
2021
Q3 | $48K | Buy |
+913
| New | +$48K | ﹤0.01% | 1548 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4001 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3901 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3739 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3611 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3445 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$2K | – | 3380 |
|
|
2019
Q4 | $2K | Sell |
40
-20
| -33% | -$1K | ﹤0.01% | 2524 |
|
|
2019
Q3 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2704 |
|
|
2018
Q3 | – | Sell |
-175
| Closed | -$6K | – | 3913 |
|
|
2018
Q2 | $6K | Sell |
175
-25
| -13% | -$857 | ﹤0.01% | 3131 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 3012 |
|
|
2017
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 3009 |
|
|
2017
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 3193 |
|
|
2017
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 3276 |
|
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 3171 |
|
|
2016
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 3177 |
|