McKinley Carter Wealth Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $382K | Sell |
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|
2018
Q2 | $412K | Sell |
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2018
Q1 | $417K | Sell |
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|
2017
Q4 | $605K | Sell |
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|
2017
Q3 | $892K | Sell |
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|
2017
Q2 | $3.18M | Sell |
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|
2017
Q1 | $3.76M | Sell |
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|
2016
Q4 | $4.22M | Sell |
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|
2016
Q3 | $4.12M | Buy |
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|
2016
Q2 | $3.75M | Buy |
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|
2016
Q1 | $2.84M | Sell |
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|
2015
Q4 | $3.99M | Buy |
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|
2015
Q3 | $2.75M | Buy |
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|
2015
Q2 | $3.23M | Buy |
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|
2015
Q1 | $3.33M | Buy |
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|
2014
Q4 | $2.55M | Sell |
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|
2014
Q3 | $4.66M | Buy |
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|
2014
Q2 | $4.88M | Buy |
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|
2014
Q1 | $3.8M | Buy |
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