Sowell Financial Services’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,336
| Closed | -$46K | – | 2175 |
|
|
2021
Q1 | $46K | Buy |
1,336
+5
| +0.4% | +$172 | ﹤0.01% | 1692 |
|
|
2020
Q4 | $42K | Buy |
1,331
+5
| +0.4% | +$158 | ﹤0.01% | 1463 |
|
|
2020
Q3 | $39K | Buy |
1,326
+7
| +0.5% | +$206 | ﹤0.01% | 1297 |
|
|
2020
Q2 | $39K | Buy |
1,319
+8
| +0.6% | +$237 | ﹤0.01% | 1251 |
|
|
2020
Q1 | $38K | Buy |
1,311
+5
| +0.4% | +$145 | ﹤0.01% | 1141 |
|
|
2019
Q4 | $45K | Buy |
1,306
+6
| +0.5% | +$207 | ﹤0.01% | 1177 |
|
|
2019
Q3 | $46K | Buy |
+1,300
| New | +$46K | ﹤0.01% | 1024 |
|