Bellevue Asset Management’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Hold |
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|
2025
Q1 | $31.8K | Hold |
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|
2024
Q4 | $36.6K | Hold |
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|
2024
Q3 | $38.4K | Hold |
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|
2024
Q2 | $35.6K | Hold |
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|
2024
Q1 | $35.6K | Hold |
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|
2023
Q4 | $30.4K | Hold |
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|
2023
Q3 | $23.9K | Hold |
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|
2023
Q2 | $25.6K | Hold |
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|
2023
Q1 | $25.4K | Sell |
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|
2022
Q4 | $33.7K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $32K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $48K | Sell |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $63K | Sell |
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|
2021
Q1 | $66K | Sell |
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|
2020
Q4 | $73K | Sell |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $48K | Buy |
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