PDS Planning’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $153K | Sell |
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|
2022
Q3 | $144K | Sell |
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|
2022
Q2 | $157K | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $220K | Sell |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $280K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $198K | Sell |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $333K | Buy |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $320K | Sell |
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|
2018
Q4 | $332K | Buy |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $462K | Hold |
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|
2018
Q1 | $450K | Sell |
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|
2017
Q4 | $517K | Buy |
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