Winslow Evans & Crocker’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-300
| Closed | -$15.5K | – | 1146 |
|
|
2017
Q4 | $15.5K | Hold |
300
| – | – | 0.01% | 714 |
|
|
2017
Q3 | $14.6K | Sell |
300
-615
| -67% | -$29.9K | ﹤0.01% | 740 |
|
|
2017
Q2 | $42.8K | Sell |
915
-1
| -0.1% | -$47 | 0.01% | 587 |
|
|
2017
Q1 | $41.4K | Hold |
916
| – | – | 0.01% | 574 |
|
|
2016
Q4 | $38.4K | Buy |
916
+300
| +49% | +$12.6K | 0.01% | 595 |
|
|
2016
Q3 | $26.1K | Sell |
616
-2,672
| -81% | -$113K | 0.01% | 676 |
|
|
2016
Q2 | $138K | Sell |
3,288
-623
| -16% | -$26.2K | 0.04% | 320 |
|
|
2016
Q1 | $159K | Sell |
3,911
-1
| -0% | -$41 | 0.05% | 297 |
|
|
2015
Q4 | $162K | Buy |
3,912
+3,076
| +368% | +$127K | 0.05% | 324 |
|
|
2015
Q3 | $33.6K | Buy |
836
+386
| +86% | +$15.5K | 0.01% | 585 |
|
|
2015
Q2 | $19.4K | Buy |
+450
| New | +$19.4K | 0.01% | 767 |
|