KWM
Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52,704
| Closed | -$1.46M | – | 643 |
|
|
2020
Q2 | $1.46M | Buy |
52,704
+8,210
| +18% | +$227K | 0.15% | 157 |
|
|
2020
Q1 | $1.01M | Buy |
44,494
+2,757
| +7% | +$62.5K | 0.14% | 174 |
|
|
2019
Q4 | $1.2M | Buy |
41,737
+5,190
| +14% | +$149K | 0.15% | 174 |
|
|
2019
Q3 | $964K | Buy |
36,547
+6,601
| +22% | +$174K | 0.15% | 163 |
|
|
2019
Q2 | $810K | Sell |
29,946
-840
| -3% | -$22.7K | 0.14% | 181 |
|
|
2019
Q1 | $796K | Buy |
30,786
+4,829
| +19% | +$125K | 0.12% | 204 |
|
|
2018
Q4 | $596K | Buy |
25,957
+7,878
| +44% | +$181K | 0.13% | 193 |
|
|
2018
Q3 | $496K | Buy |
18,079
+3,213
| +22% | +$88.1K | 0.1% | 228 |
|
|
2018
Q2 | $409K | Sell |
14,866
-29
| -0.2% | -$798 | 0.1% | 223 |
|
|
2018
Q1 | $415K | Buy |
14,895
+163
| +1% | +$4.54K | 0.1% | 218 |
|
|
2017
Q4 | $407K | Buy |
14,732
+343
| +2% | +$9.48K | 0.15% | 197 |
|
|
2017
Q3 | $389K | Sell |
14,389
-541
| -4% | -$14.6K | 0.17% | 168 |
|
|
2017
Q2 | $383K | Sell |
14,930
-478
| -3% | -$12.3K | 0.2% | 149 |
|
|
2017
Q1 | $359K | Buy |
+15,408
| New | +$359K | 0.21% | 143 |
|