B. Riley Wealth Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $467K | Hold |
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|
2023
Q2 | $509K | Sell |
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|
2023
Q1 | $548K | Sell |
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|
2022
Q4 | $571K | Sell |
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|
2022
Q3 | $536K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $422K | Sell |
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|
2019
Q4 | $520K | Sell |
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|
2019
Q3 | $561K | Sell |
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|
2019
Q2 | $551K | Buy |
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|
2019
Q1 | $528K | Buy |
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|
2018
Q4 | $469K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $119 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $101K | Hold |
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|
2014
Q1 | $94K | Buy |
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|
2013
Q4 | $86K | Buy |
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|
2013
Q3 | $76K | Hold |
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|
2013
Q2 | $75K | Buy |
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