Destiny Wealth Partners’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,307
| Closed | -$93K | – | 703 |
|
|
2022
Q3 | $93K | Hold |
2,307
| – | – | 0.02% | 229 |
|
|
2022
Q2 | $88K | Sell |
2,307
-4,287
| -65% | -$164K | 0.02% | 243 |
|
|
2022
Q1 | $296K | Hold |
6,594
| – | – | 0.06% | 135 |
|
|
2021
Q4 | $341K | Hold |
6,594
| – | – | 0.07% | 131 |
|
|
2021
Q3 | $354K | Hold |
6,594
| – | – | 0.07% | 125 |
|
|
2021
Q2 | $366K | Hold |
6,594
| – | – | 0.07% | 141 |
|
|
2021
Q1 | $345K | Sell |
6,594
-924
| -12% | -$48.3K | 0.07% | 124 |
|
|
2020
Q4 | $401K | Buy |
+7,518
| New | +$401K | 0.08% | 119 |
|