Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $300K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $1.81M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $1.62M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $2.46M | Buy |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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