United Capital Financial Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $222K | Sell |
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|
2018
Q1 | $217K | Sell |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $472K | Sell |
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|
2017
Q2 | $6.7M | Sell |
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2017
Q1 | $9.23M | Sell |
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|
2016
Q4 | $15.4M | Sell |
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|
2016
Q3 | $15.7M | Sell |
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|
2016
Q2 | $15M | Buy |
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|
2016
Q1 | $6.19M | Buy |
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|
2015
Q4 | $6.13M | Buy |
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