Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-305
| Closed | -$12K | – | 702 |
|
|
2015
Q3 | $12K | Sell |
305
-200
| -40% | -$7.87K | ﹤0.01% | 655 |
|
|
2015
Q2 | $21K | Hold |
505
| – | – | 0.01% | 548 |
|
|
2015
Q1 | $22K | Buy |
505
+315
| +166% | +$13.7K | 0.01% | 550 |
|
|
2014
Q4 | $8K | Hold |
190
| – | – | ﹤0.01% | 669 |
|
|
2014
Q3 | $7K | Hold |
190
| – | – | ﹤0.01% | 750 |
|
|
2014
Q2 | $7K | Hold |
190
| – | – | ﹤0.01% | 726 |
|
|
2014
Q1 | $7K | Buy |
+190
| New | +$7K | ﹤0.01% | 699 |
|