RKL Wealth Management’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
Q3 | – | Sell |
-13,415
| Closed | -$742K | – | 128 |
|
|
2018
Q2 | $742K | Hold |
13,415
| – | – | 0.17% | 85 |
|
|
2018
Q1 | $707K | Hold |
13,415
| – | – | 0.17% | 89 |
|
|
2017
Q4 | $693K | Hold |
13,415
| – | – | 0.17% | 95 |
|
|
2017
Q3 | $652K | Sell |
13,415
-80
| -0.6% | -$3.89K | 0.18% | 95 |
|
|
2017
Q2 | $633K | Buy |
13,495
+35
| +0.3% | +$1.64K | 0.2% | 96 |
|
|
2017
Q1 | $609K | Buy |
+13,460
| New | +$609K | 0.25% | 64 |
|