WP
WealthShield Partners’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,800
| Closed | -$53.9K | – | 501 |
|
2023
Q1 | $53.9K | Buy |
+1,800
| New | +$53.9K | 0.01% | 369 |
|
2021
Q2 | – | Sell |
-650
| Closed | -$22K | – | 1046 |
|
2021
Q1 | $22K | Buy |
+650
| New | +$22K | ﹤0.01% | 645 |
|
2020
Q4 | – | Sell |
-650
| Closed | -$20K | – | 373 |
|
2020
Q3 | $20K | Hold |
650
| – | – | 0.01% | 331 |
|
2020
Q2 | $18K | Hold |
650
| – | – | 0.01% | 281 |
|
2020
Q1 | $15K | Hold |
650
| – | – | 0.01% | 215 |
|
2019
Q4 | $19K | Hold |
650
| – | – | 0.01% | 235 |
|
2019
Q3 | $17K | Hold |
650
| – | – | 0.01% | 226 |
|
2019
Q2 | $18K | Hold |
650
| – | – | 0.01% | 197 |
|
2019
Q1 | $17K | Hold |
650
| – | – | 0.01% | 222 |
|
2018
Q4 | $15K | Hold |
650
| – | – | 0.01% | 192 |
|
2018
Q3 | $18K | Buy |
+650
| New | +$18K | 0.01% | 191 |
|