ProVise Management Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-47,551
| Closed | -$2.83M | – | 320 |
|
|
2018
Q3 | $2.83M | Sell |
47,551
-997
| -2% | -$59.4K | 0.37% | 77 |
|
|
2018
Q2 | $2.69K | Buy |
48,548
+16,444
| +51% | +$910 | 0.2% | 99 |
|
|
2018
Q1 | $1.69M | Buy |
+32,104
| New | +$1.69M | 0.25% | 109 |
|
|
2017
Q4 | – | Sell |
-27,629
| Closed | -$1.34M | – | 324 |
|
|
2017
Q3 | $1.34M | Buy |
+27,629
| New | +$1.34M | 0.19% | 128 |
|