Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $15K | Buy |
+272
| New | +$15K | ﹤0.01% | 2009 |
|
|
2017
Q4 | – | Sell |
-1,850
| Closed | -$63K | – | 1068 |
|
|
2017
Q3 | $63K | Hold |
1,850
| – | – | 0.02% | 640 |
|
|
2017
Q2 | $58K | Hold |
1,850
| – | – | 0.01% | 733 |
|
|
2017
Q1 | $57K | Hold |
1,850
| – | – | 0.02% | 674 |
|
|
2016
Q4 | $57K | Hold |
1,850
| – | – | 0.01% | 907 |
|
|
2016
Q3 | $57K | Hold |
1,850
| – | – | 0.01% | 896 |
|
|
2016
Q2 | $57K | Hold |
1,850
| – | – | 0.02% | 615 |
|
|
2016
Q1 | $55K | Buy |
1,850
+350
| +23% | +$10.4K | 0.02% | 598 |
|
|
2015
Q4 | $46K | Buy |
+1,500
| New | +$46K | 0.02% | 643 |
|