Balanced Wealth Group’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Balanced Wealth Group’s Portfolio PTF Stock Details PTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$450K	Hold
2025 Q2	$478K	Hold
2025 Q1	$402K	Hold
2024 Q4	$492K	Hold
2024 Q3	$432K	Sell
2024 Q2	$503K	Hold
2024 Q1	$457K	Sell
2023 Q4	$427K	Buy