Swaine & Leidel Wealth Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $453 | Buy |
+453
| New | +$453 | 0.35% | 46 |
|
|
2021
Q3 | $675K | Buy |
+7,548
| New | +$675K | 0.6% | 36 |
|
|
2021
Q1 | $453K | Buy |
5,321
+311
| +6% | +$26.5K | 0.29% | 53 |
|
|
2020
Q4 | $440K | Buy |
5,010
+217
| +5% | +$19.1K | 0.32% | 51 |
|
|
2020
Q3 | $366K | Buy |
4,793
+942
| +24% | +$71.9K | 0.36% | 44 |
|
|
2020
Q2 | $259K | Buy |
+3,851
| New | +$259K | 0.26% | 45 |
|
|
2020
Q1 | – | Sell |
-4,153
| Closed | -$267K | – | 61 |
|
|
2019
Q4 | $267K | Sell |
4,153
-2,703
| -39% | -$174K | 0.22% | 51 |
|
|
2019
Q3 | $418K | Buy |
6,856
+400
| +6% | +$24.4K | 0.38% | 46 |
|
|
2019
Q2 | $389K | Hold |
6,456
| – | – | 0.42% | 41 |
|
|
2019
Q1 | $366K | Buy |
6,456
+1,795
| +39% | +$102K | 0.46% | 38 |
|
|
2018
Q4 | $255K | Buy |
+4,661
| New | +$255K | 0.41% | 38 |
|