Institute for Wealth Management’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,811
| Closed | -$202K | – | 555 |
|
|
2021
Q4 | $202K | Buy |
+7,811
| New | +$202K | 0.03% | 473 |
|
|
2021
Q3 | – | Sell |
-7,811
| Closed | -$214K | – | 493 |
|
|
2021
Q2 | $214K | Buy |
+7,811
| New | +$214K | 0.04% | 450 |
|
|
2020
Q1 | – | Sell |
-10,721
| Closed | -$205K | – | 588 |
|
|
2019
Q4 | $205K | Hold |
10,721
| – | – | 0.05% | 417 |
|
|
2019
Q3 | $188K | Hold |
10,721
| – | – | 0.05% | 398 |
|
|
2019
Q2 | $190K | Sell |
10,721
-733
| -6% | -$13K | 0.04% | 443 |
|
|
2019
Q1 | $195K | Hold |
11,454
| – | – | 0.04% | 419 |
|
|
2018
Q4 | $178K | Buy |
+11,454
| New | +$178K | 0.07% | 245 |
|
|
2018
Q1 | – | Sell |
-12,624
| Closed | -$261K | – | 361 |
|
|
2017
Q4 | $261K | Hold |
12,624
| – | – | 0.06% | 321 |
|
|
2017
Q3 | $238K | Hold |
12,624
| – | – | 0.08% | 237 |
|
|
2017
Q2 | $219K | Buy |
+12,624
| New | +$219K | 0.06% | 362 |
|