Mosaic Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1
| Closed | – | – | 944 |
|
2017
Q2 | $0 | Sell |
1
-51
| -98% | – | ﹤0.01% | 725 |
|
2017
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 679 |
|
2016
Q4 | $2K | Buy |
52
+1
| +2% | +$38 | ﹤0.01% | 667 |
|
2016
Q3 | $2K | Sell |
51
-1
| -2% | -$39 | ﹤0.01% | 691 |
|
2016
Q2 | $3K | Buy |
52
+1
| +2% | +$58 | ﹤0.01% | 677 |
|
2016
Q1 | $2K | Sell |
51
-211
| -81% | -$8.28K | ﹤0.01% | 715 |
|
2015
Q4 | $11K | Buy |
+262
| New | +$11K | ﹤0.01% | 518 |
|