Calton & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $2.05M | Buy |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.77M | Sell |
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|
2021
Q1 | $1.68M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $678K | Buy |
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|
2018
Q4 | $346K | Sell |
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|
2018
Q3 | $696K | Buy |
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|
2018
Q2 | $610K | Sell |
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|
2018
Q1 | $650K | Buy |
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|
2017
Q4 | $676K | Buy |
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