Sowell Financial Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-13,997
| Closed | -$428K | – | 543 |
|
|
2021
Q2 | $428K | Buy |
13,997
+8,578
| +158% | +$262K | 0.03% | 442 |
|
|
2021
Q1 | $143K | Buy |
5,419
+5,220
| +2,623% | +$138K | 0.01% | 1213 |
|
|
2020
Q4 | $4K | Sell |
199
-2,162
| -92% | -$43.5K | ﹤0.01% | 2346 |
|
|
2020
Q3 | $30K | Buy |
2,361
+740
| +46% | +$9.4K | ﹤0.01% | 1384 |
|
|
2020
Q2 | $25K | Buy |
+1,621
| New | +$25K | ﹤0.01% | 1394 |
|