United Capital Financial Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-8,536
| Closed | -$238K | – | 1348 |
|
|
2018
Q1 | $238K | Sell |
8,536
-5,184
| -38% | -$145K | ﹤0.01% | 1179 |
|
|
2017
Q4 | $379K | Sell |
13,720
-6,409
| -32% | -$177K | ﹤0.01% | 1041 |
|
|
2017
Q3 | $545K | Sell |
20,129
-5,314
| -21% | -$144K | ﹤0.01% | 930 |
|
|
2017
Q2 | $653K | Sell |
25,443
-91,272
| -78% | -$2.34M | 0.01% | 870 |
|
|
2017
Q1 | $2.72M | Sell |
116,715
-292,113
| -71% | -$6.81M | 0.03% | 487 |
|
|
2016
Q4 | $8.75M | Sell |
408,828
-75,958
| -16% | -$1.62M | 0.08% | 285 |
|
|
2016
Q3 | $11.5M | Sell |
484,786
-27,232
| -5% | -$645K | 0.11% | 215 |
|
|
2016
Q2 | $11.8M | Buy |
+512,018
| New | +$11.8M | 0.12% | 189 |
|