WFG Advisors’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,011
| Closed | -$23K | – | 1650 |
|
|
2016
Q1 | $23K | Hold |
1,011
| – | – | 0.01% | 854 |
|
|
2015
Q4 | $24K | Sell |
1,011
-701
| -41% | -$16.6K | 0.01% | 844 |
|
|
2015
Q3 | $38K | Sell |
1,712
-10,601
| -86% | -$235K | 0.01% | 726 |
|
|
2015
Q2 | $294K | Buy |
+12,313
| New | +$294K | 0.08% | 245 |
|
|
2015
Q1 | – | Sell |
-1,722
| Closed | -$41K | – | 1973 |
|
|
2014
Q4 | $41K | Sell |
1,722
-969
| -36% | -$23.1K | 0.01% | 954 |
|
|
2014
Q3 | $66K | Buy |
2,691
+1,800
| +202% | +$44.1K | 0.01% | 816 |
|
|
2014
Q2 | $23K | Buy |
891
+1
| +0.1% | +$26 | ﹤0.01% | 1214 |
|
|
2014
Q1 | $24K | Buy |
+890
| New | +$24K | ﹤0.01% | 1186 |
|