Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-239
| Closed | -$20K | – | 1470 |
|
|
2021
Q1 | $20K | Buy |
+239
| New | +$20K | ﹤0.01% | 1200 |
|
|
2020
Q2 | – | Sell |
-239
| Closed | -$13K | – | 1059 |
|
|
2020
Q1 | $13K | Sell |
239
-560
| -70% | -$30.5K | ﹤0.01% | 849 |
|
|
2019
Q4 | $51K | Hold |
799
| – | – | 0.01% | 544 |
|
|
2019
Q3 | $49K | Hold |
799
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $48K | Hold |
799
| – | – | 0.01% | 514 |
|
|
2019
Q1 | $45K | Sell |
799
-325
| -29% | -$18.3K | 0.01% | 488 |
|
|
2018
Q4 | $54K | Hold |
1,124
| – | – | 0.01% | 416 |
|
|
2018
Q3 | $67K | Hold |
1,124
| – | – | 0.01% | 410 |
|
|
2018
Q2 | $62K | Buy |
1,124
+325
| +41% | +$17.9K | 0.01% | 424 |
|
|
2018
Q1 | $42K | Hold |
799
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $41K | Hold |
799
| – | – | 0.01% | 406 |
|
|
2017
Q3 | $39K | Buy |
+799
| New | +$39K | 0.01% | 339 |
|