IFP Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6K | Buy |
100
+45
| +82% | +$2.07K | ﹤0.01% | 3450 |
|
|
2025
Q1 | $2.09K | Buy |
+55
| New | +$2.09K | ﹤0.01% | 3133 |
|
|
2024
Q4 | – | Sell |
-216
| Closed | -$8.18K | – | 4650 |
|
|
2024
Q3 | $8.18K | Buy |
+216
| New | +$8.18K | ﹤0.01% | 2502 |
|
|
2023
Q1 | – | Sell |
-256
| Closed | -$7K | – | 4164 |
|
|
2022
Q4 | $7K | Hold |
256
| – | – | ﹤0.01% | 3622 |
|
|
2022
Q3 | $7K | Hold |
256
| – | – | ﹤0.01% | 3873 |
|
|
2022
Q2 | $7K | Hold |
256
| – | – | ﹤0.01% | 3621 |
|
|
2022
Q1 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 3621 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4240 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4014 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3915 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3752 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3624 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3458 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3395 |
|
|
2019
Q4 | – | Sell |
-256
| Closed | -$7K | – | 3406 |
|
|
2019
Q3 | $7K | Buy |
+256
| New | +$7K | ﹤0.01% | 2222 |
|
|
2018
Q4 | – | Sell |
-1,534
| Closed | -$42K | – | 3738 |
|
|
2018
Q3 | $42K | Sell |
1,534
-318
| -17% | -$8.71K | ﹤0.01% | 1977 |
|
|
2018
Q2 | $51K | Buy |
1,852
+12
| +0.7% | +$330 | ﹤0.01% | 1875 |
|
|
2018
Q1 | $51K | Hold |
1,840
| – | – | ﹤0.01% | 1797 |
|
|
2017
Q4 | $51K | Buy |
1,840
+119
| +7% | +$3.3K | ﹤0.01% | 1793 |
|
|
2017
Q3 | $47K | Buy |
1,721
+2
| +0.1% | +$55 | ﹤0.01% | 2011 |
|
|
2017
Q2 | $44K | Buy |
1,719
+12
| +0.7% | +$307 | ﹤0.01% | 2039 |
|
|
2017
Q1 | $40K | Sell |
1,707
-884
| -34% | -$20.7K | ﹤0.01% | 2040 |
|
|
2016
Q4 | $55K | Buy |
2,591
+154
| +6% | +$3.27K | ﹤0.01% | 1820 |
|
|
2016
Q3 | $58K | Sell |
2,437
-273
| -10% | -$6.5K | ﹤0.01% | 1704 |
|
|
2016
Q2 | $62K | Buy |
+2,710
| New | +$62K | ﹤0.01% | 1635 |
|
|
2016
Q1 | – | Sell |
-6,374
| Closed | -$151K | – | 3142 |
|
|
2015
Q4 | $151K | Buy |
+6,374
| New | +$151K | 0.01% | 964 |
|