SWM
PXI icon

SFG Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,141
Closed -$395K 89
2022
Q4
$395K Buy
9,141
+2,318
+34% +$100K 0.49% 42
2022
Q3
$268K Buy
+6,823
New +$268K 0.36% 54