Sunbelt Securities’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
8,477
+5,000
| +144% | +$285K | 0.04% | 360 |
|
|
2025
Q1 | $186K | Sell |
3,477
-5,000
| -59% | -$267K | 0.02% | 580 |
|
|
2024
Q4 | $481K | Buy |
+8,477
| New | +$481K | 0.04% | 360 |
|
|
2021
Q4 | – | Sell |
-5,493
| Closed | -$272K | – | 503 |
|
|
2021
Q3 | $272K | Hold |
5,493
| – | – | 0.05% | 367 |
|
|
2021
Q2 | $272K | Buy |
5,493
+954
| +21% | +$47.2K | 0.05% | 367 |
|
|
2021
Q1 | $218K | Buy |
+4,539
| New | +$218K | 0.04% | 381 |
|