Joel Isaacson & Co’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-220
| Closed | -$10K | – | 444 |
|
|
2016
Q4 | $10K | Hold |
220
| – | – | ﹤0.01% | 504 |
|
|
2016
Q3 | $9K | Hold |
220
| – | – | ﹤0.01% | 558 |
|
|
2016
Q2 | $8K | Hold |
220
| – | – | ﹤0.01% | 563 |
|
|
2016
Q1 | $7K | Hold |
220
| – | – | ﹤0.01% | 618 |
|
|
2015
Q4 | $7K | Sell |
220
-449
| -67% | -$14.3K | ﹤0.01% | 592 |
|
|
2015
Q3 | $24K | Buy |
+669
| New | +$24K | 0.01% | 449 |
|