United Capital Financial Advisors’s Invesco Bloomberg Pricing Power ETF POWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-20,701
| Closed | -$963K | – | 1348 |
|
|
2017
Q4 | $963K | Hold |
20,701
| – | – | 0.01% | 788 |
|
|
2017
Q3 | $913K | Hold |
20,701
| – | – | 0.01% | 799 |
|
|
2017
Q2 | $883K | Hold |
20,701
| – | – | 0.01% | 799 |
|
|
2017
Q1 | $857K | Buy |
20,701
+440
| +2% | +$18.2K | 0.01% | 784 |
|
|
2016
Q4 | $788K | Hold |
20,261
| – | – | 0.01% | 811 |
|
|
2016
Q3 | $791K | Hold |
20,261
| – | – | 0.01% | 836 |
|
|
2016
Q2 | $790K | Hold |
20,261
| – | – | 0.01% | 797 |
|
|
2016
Q1 | $753K | Buy |
20,261
+655
| +3% | +$24.3K | 0.01% | 776 |
|
|
2015
Q4 | $683K | Buy |
+19,606
| New | +$683K | 0.01% | 798 |
|