Capital Investment Advisory Services’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.8K | Buy |
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|
2025
Q1 | $20.2K | Buy |
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|
2024
Q4 | $19K | Buy |
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|
2024
Q3 | $19.7K | Buy |
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|
2024
Q2 | $16.9K | Buy |
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|
2024
Q1 | $16.2K | Buy |
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|
2023
Q4 | $15.3K | Buy |
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|
2023
Q3 | $14.2K | Buy |
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|
2023
Q2 | $15.3K | Buy |
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|
2023
Q1 | $15.6K | Buy |
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|
2022
Q4 | $16K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $17K | Sell |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q3 | $26K | Buy |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $27K | Buy |
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|
2020
Q4 | $11K | Buy |
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