Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$1.12K | – | 2360 |
|
|
2024
Q1 | $1.12K | Hold |
23
| – | – | ﹤0.01% | 2191 |
|
|
2023
Q4 | $996 | Sell |
23
-23
| -50% | -$996 | ﹤0.01% | 2267 |
|
|
2023
Q3 | $2.14K | Sell |
46
-284
| -86% | -$13.2K | ﹤0.01% | 2124 |
|
|
2023
Q2 | $13K | Sell |
330
-21
| -6% | -$829 | ﹤0.01% | 1727 |
|
|
2023
Q1 | $14K | Buy |
351
+4
| +1% | +$159 | ﹤0.01% | 1739 |
|
|
2022
Q4 | $15K | Buy |
347
+5
| +1% | +$216 | ﹤0.01% | 1483 |
|
|
2022
Q3 | $13K | Buy |
342
+2
| +0.6% | +$76 | ﹤0.01% | 1489 |
|
|
2022
Q2 | $13K | Buy |
340
+2
| +0.6% | +$76 | ﹤0.01% | 1835 |
|
|
2022
Q1 | $14K | Sell |
338
-1
| -0.3% | -$41 | ﹤0.01% | 1924 |
|
|
2021
Q4 | $10K | Buy |
+339
| New | +$10K | ﹤0.01% | 2391 |
|