MinichMacGregor Wealth Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-139
| Closed | -$8.9K | – | 478 |
|
|
2022
Q4 | $8.9K | Buy |
+139
| New | +$8.9K | ﹤0.01% | 423 |
|
|
2022
Q1 | – | Sell |
-4,473
| Closed | -$408K | – | 98 |
|
|
2021
Q4 | $408K | Buy |
+4,473
| New | +$408K | 0.12% | 64 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 379 |
|
|
2018
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 571 |
|