LifePlan Financial Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $119K | Hold |
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|
2020
Q2 | $106K | Hold |
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|
2020
Q1 | $87K | Hold |
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|
2019
Q4 | $110K | Hold |
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|
2019
Q3 | $101K | Sell |
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|
2019
Q2 | $134K | Sell |
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|
2019
Q1 | $164K | Sell |
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|
2018
Q4 | $343K | Sell |
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|
2018
Q3 | $554K | Hold |
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|
2018
Q2 | $555K | Hold |
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|
2018
Q1 | $563K | Sell |
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|
2017
Q4 | $592K | Hold |
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|
2017
Q3 | $592K | Hold |
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|
2017
Q2 | $562K | Sell |
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|
2017
Q1 | $663K | Sell |
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|
2016
Q4 | $2.42M | Sell |
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|
2016
Q3 | $4.49M | Sell |
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|
2016
Q2 | $5.1M | Sell |
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|
2016
Q1 | $5.54M | Sell |
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|
2015
Q4 | $5.9M | Sell |
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|
2015
Q3 | $5.87M | Buy |
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|
2015
Q2 | $5.71M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $12K | Hold |
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|
2013
Q4 | $12K | Hold |
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|
2013
Q3 | $11K | Buy |
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