Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,431
| Closed | -$224K | – | 153 |
|
|
2018
Q2 | $224K | Sell |
6,431
-2,040
| -24% | -$71.1K | 0.17% | 134 |
|
|
2018
Q1 | $297K | Buy |
8,471
+7
| +0.1% | +$245 | 0.22% | 105 |
|
|
2017
Q4 | $297K | Buy |
8,464
+149
| +2% | +$5.23K | 0.22% | 108 |
|
|
2017
Q3 | $274K | Buy |
8,315
+138
| +2% | +$4.55K | 0.23% | 96 |
|
|
2017
Q2 | $258K | Buy |
8,177
+479
| +6% | +$15.1K | 0.23% | 98 |
|
|
2017
Q1 | $238K | Sell |
7,698
-2,694
| -26% | -$83.3K | 0.23% | 99 |
|
|
2016
Q4 | $319K | Buy |
+10,392
| New | +$319K | 0.31% | 82 |
|
|
2015
Q2 | – | Sell |
-86
| Closed | -$3K | – | 120 |
|
|
2015
Q1 | $3K | Buy |
+86
| New | +$3K | ﹤0.01% | 151 |
|