CWM
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Collaborative Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,938
Closed -$536K 184
2022
Q2
$536K Buy
+4,938
New +$536K 0.35% 90
2021
Q4
$957K Buy
+5,761
New +$957K 0.52% 58
2021
Q1
$764K Buy
+5,531
New +$764K 0.44% 74