Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,262
| Closed | -$540K | – | 270 |
|
|
2018
Q1 | $540K | Hold |
10,262
| – | – | 0.03% | 282 |
|
|
2017
Q4 | $530K | Sell |
10,262
-140
| -1% | -$7.23K | 0.06% | 238 |
|
|
2017
Q3 | $506K | Hold |
10,402
| – | – | 0.08% | 132 |
|
|
2017
Q2 | $487K | Buy |
+10,402
| New | +$487K | 0.07% | 160 |
|
|
2017
Q1 | – | Sell |
-10,402
| Closed | -$437K | – | 321 |
|
|
2016
Q4 | $437K | Hold |
10,402
| – | – | 0.07% | 135 |
|
|
2016
Q3 | $441K | Buy |
+10,402
| New | +$441K | 0.06% | 139 |
|
|
2015
Q1 | – | Sell |
-5,011
| Closed | -$206K | – | 138 |
|
|
2014
Q4 | $206K | Buy |
+5,011
| New | +$206K | 0.1% | 157 |
|