PWA
Phoenix Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-600
| Closed | -$54K | – | 293 |
|
|
2021
Q3 | $54K | Hold |
600
| – | – | 0.04% | 187 |
|
|
2021
Q2 | $54K | Hold |
600
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $52K | Sell |
600
-440
| -42% | -$38.1K | 0.04% | 186 |
|
|
2020
Q4 | $91K | Buy |
+1,040
| New | +$91K | 0.07% | 152 |
|