PJSIMP
P.J. Schmidt Investment Management (PJS)’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,500
| Closed | -$326K | – | 133 |
|
|
2018
Q4 | $326K | Hold |
7,500
| – | – | 0.11% | 106 |
|
|
2018
Q3 | $431K | Hold |
7,500
| – | – | 0.12% | 99 |
|
|
2018
Q2 | $405K | Hold |
7,500
| – | – | 0.12% | 99 |
|
|
2018
Q1 | $372K | Sell |
7,500
-500
| -6% | -$24.8K | 0.11% | 101 |
|
|
2017
Q4 | $390K | Hold |
8,000
| – | – | 0.11% | 100 |
|
|
2017
Q3 | $379K | Buy |
+8,000
| New | +$379K | 0.11% | 105 |
|