JNBA Financial Advisors’s Invesco DWA NASDAQ Momentum ETF DWAQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-347
| Closed | -$44K | – | 620 |
|
2019
Q4 | $44K | Sell |
347
-46
| -12% | -$5.83K | 0.01% | 264 |
|
2019
Q3 | $42K | Hold |
393
| – | – | 0.01% | 256 |
|
2019
Q2 | $46K | Hold |
393
| – | – | 0.01% | 250 |
|
2019
Q1 | $43K | Hold |
393
| – | – | 0.01% | 245 |
|
2018
Q4 | $35K | Buy |
+393
| New | +$35K | 0.01% | 244 |
|