Western Wealth Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-11,219
| Closed | -$323K | – | 429 |
|
|
2020
Q1 | $323K | Sell |
11,219
-237
| -2% | -$6.82K | 0.07% | 254 |
|
|
2019
Q4 | $393K | Sell |
11,456
-21,610
| -65% | -$741K | 0.06% | 270 |
|
|
2019
Q3 | $1.16M | Buy |
33,066
+229
| +0.7% | +$8.02K | 0.24% | 105 |
|
|
2019
Q2 | $1.07M | Sell |
32,837
-6,460
| -16% | -$210K | 0.14% | 125 |
|
|
2019
Q1 | $1.27M | Buy |
+39,297
| New | +$1.27M | 0.28% | 87 |
|