MML Investors Services’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,252
| Closed | -$203K | – | 1504 |
|
|
2019
Q4 | $203K | Sell |
5,252
-464
| -8% | -$17.9K | ﹤0.01% | 1427 |
|
|
2019
Q3 | $214K | Sell |
5,716
-1,044
| -15% | -$39.1K | ﹤0.01% | 1373 |
|
|
2019
Q2 | $251K | Buy |
6,760
+7
| +0.1% | +$260 | ﹤0.01% | 1391 |
|
|
2019
Q1 | $225K | Buy |
+6,753
| New | +$225K | ﹤0.01% | 1423 |
|
|
2018
Q4 | – | Sell |
-7,186
| Closed | -$245K | – | 1587 |
|
|
2018
Q3 | $245K | Buy |
+7,186
| New | +$245K | ﹤0.01% | 1387 |
|