Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.4K | Buy |
1,075
+5
| +0.5% | +$216 | ﹤0.01% | 2521 |
|
|
2025
Q1 | $46.7K | Buy |
+1,070
| New | +$46.7K | ﹤0.01% | 2421 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$15K | – | 2827 |
|
|
2020
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1878 |
|
|
2020
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1868 |
|
|
2019
Q4 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q3 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q2 | $29K | Buy |
+1,000
| New | +$29K | ﹤0.01% | 1556 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$44K | – | 1810 |
|
|
2018
Q3 | $44K | Hold |
1,000
| – | – | ﹤0.01% | 1251 |
|
|
2018
Q2 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 1161 |
|
|
2018
Q1 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 1107 |
|