Regal Investment Advisors’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-100
| Closed | -$2K | – | 705 |
|
|
2015
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 942 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$3K | – | 1023 |
|
|
2014
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 817 |
|
|
2014
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 851 |
|
|
2014
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 820 |
|
|
2014
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 796 |
|
|
2013
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 732 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 766 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 801 |
|