MinichMacGregor Wealth Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-52
| Closed | -$2.12K | – | 481 |
|
|
2022
Q4 | $2.12K | Buy |
+52
| New | +$2.12K | ﹤0.01% | 559 |
|
|
2022
Q1 | – | Sell |
-6,918
| Closed | -$378K | – | 100 |
|
|
2021
Q4 | $378K | Sell |
6,918
-459
| -6% | -$25.1K | 0.12% | 66 |
|
|
2021
Q3 | $391K | Buy |
7,377
+8
| +0.1% | +$424 | 0.13% | 56 |
|
|
2021
Q2 | $373K | Buy |
+7,369
| New | +$373K | 0.13% | 59 |
|
|
2018
Q3 | – | Sell |
-73
| Closed | -$2K | – | 572 |
|
|
2018
Q2 | $2K | Buy |
+73
| New | +$2K | ﹤0.01% | 447 |
|