EP Wealth Advisors’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Hold |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $363K | Sell |
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|
2024
Q3 | $395K | Sell |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $467K | Sell |
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|
2021
Q4 | $555K | Sell |
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|
2021
Q3 | $540K | Hold |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $1M | Sell |
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|
2020
Q4 | $961K | Sell |
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|
2020
Q3 | $827K | Buy |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $960K | Sell |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $893K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.46M | Sell |
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|
2017
Q3 | $1.92M | Sell |
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|
2017
Q2 | $2.3M | Buy |
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