Transamerica Financial Advisors’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
Q3 | – | Sell |
-49
| Closed | -$4K | – | 672 |
|
|
2022
Q2 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 351 |
|
|
2016
Q2 | – | Sell |
-2,860
| Closed | -$117K | – | 614 |
|
|
2016
Q1 | $117K | Sell |
2,860
-19,216
| -87% | -$786K | 0.01% | 307 |
|
|
2015
Q4 | $914K | Buy |
22,076
+11,309
| +105% | +$468K | 0.07% | 176 |
|
|
2015
Q3 | $433K | Buy |
10,767
+5,541
| +106% | +$223K | 0.03% | 219 |
|
|
2015
Q2 | $226K | Sell |
5,226
-1,798
| -26% | -$77.8K | 0.02% | 320 |
|
|
2015
Q1 | $306K | Buy |
+7,024
| New | +$306K | 0.02% | 289 |
|