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Patriot Financial Group Insurance Agency’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-352
Closed -$10K – 1089
2018
Q3 		$10K Buy
+352
New +$9.8K 0.01% 632

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NC
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Patriot Financial Group Insurance Agency's PIZ Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2018, closing a stake of 352 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in PIZ in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 71 funds tracked by Wall St. Rank hold PIZ as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 352 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2018, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $10K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.