Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-103
| Closed | -$4K | – | 1509 |
|
|
2022
Q2 | $4K | Hold |
103
| – | – | ﹤0.01% | 1568 |
|
|
2022
Q1 | $5K | Buy |
103
+1
| +1% | +$49 | ﹤0.01% | 1627 |
|
|
2021
Q4 | $6K | Hold |
102
| – | – | ﹤0.01% | 1661 |
|
|
2021
Q3 | $5K | Buy |
102
+1
| +1% | +$49 | ﹤0.01% | 1703 |
|
|
2021
Q2 | $5K | Hold |
101
| – | – | ﹤0.01% | 1662 |
|
|
2021
Q1 | $5K | Hold |
101
| – | – | ﹤0.01% | 1564 |
|
|
2020
Q4 | $4K | Hold |
101
| – | – | ﹤0.01% | 1495 |
|
|
2020
Q3 | $4K | Buy |
101
+1
| +1% | +$40 | ﹤0.01% | 1307 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1323 |
|