Bellevue Asset Management’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5K | Hold |
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|
2025
Q1 | $78.6K | Hold |
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|
2024
Q4 | $83.9K | Hold |
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|
2024
Q3 | $81.5K | Hold |
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|
2024
Q2 | $71.9K | Hold |
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|
2024
Q1 | $73.2K | Hold |
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|
2023
Q4 | $66.2K | Hold |
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|
2023
Q3 | $61.3K | Hold |
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|
2023
Q2 | $61.9K | Hold |
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|
2023
Q1 | $58.7K | Sell |
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|
2022
Q4 | $73.1K | Hold |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $120K | Sell |
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|
2021
Q3 | $128K | Hold |
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|
2021
Q2 | $122K | Sell |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $119K | Sell |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $98K | Hold |
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|
2020
Q1 | $91K | Sell |
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|
2019
Q4 | $203K | Buy |
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