AE Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95K | Sell |
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|
2025
Q1 | $6.31K | Hold |
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|
2024
Q4 | $6.41K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $314K | Sell |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $561K | Buy |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $262K | Buy |
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|
2018
Q2 | $203K | Buy |
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