KMS Financial Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $265K | Sell |
6,736
-1,000
| -13% | -$39.3K | 0.04% | 409 |
|
|
2014
Q2 | $302K | Buy |
7,736
+1,650
| +27% | +$64.4K | 0.04% | 379 |
|
|
2014
Q1 | $227K | Buy |
+6,086
| New | +$227K | 0.04% | 449 |
|
|
2013
Q4 | – | Sell |
-82,548
| Closed | -$2.79M | – | 545 |
|
|
2013
Q3 | $2.79M | Buy |
82,548
+5,607
| +7% | +$190K | 0.68% | 28 |
|
|
2013
Q2 | $2.4M | Buy |
+76,941
| New | +$2.4M | 0.67% | 29 |
|