Baron Financial Group’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-9,630
Closed -$395K 58
2022
Q4
$395K Sell
9,630
-615
-6% -$25.2K 0.26% 42
2022
Q3
$414K Buy
+10,245
New +$414K 0.28% 40