EP Wealth Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
|
|||||
|
2025
Q1 | $1.21M | Sell |
|
|||||
|
2024
Q4 | $1.53M | Hold |
|
|||||
|
2024
Q3 | $1.33M | Hold |
|
|||||
|
2024
Q2 | $1.3M | Hold |
|
|||||
|
2024
Q1 | $1.21M | Sell |
|
|||||
|
2023
Q4 | $1.06M | Hold |
|
|||||
|
2023
Q3 | $930K | Sell |
|
|||||
|
2023
Q2 | $1.02M | Buy |
|
|||||
|
2023
Q1 | $633K | Sell |
|
|||||
|
2022
Q4 | $787K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $753K | Hold |
|
|||||
|
2022
Q1 | $959K | Sell |
|
|||||
|
2021
Q4 | $1.24M | Hold |
|
|||||
|
2021
Q3 | $1.13M | Sell |
|
|||||
|
2021
Q2 | $1.17M | Sell |
|
|||||
|
2021
Q1 | $1.76M | Sell |
|
|||||
|
2020
Q4 | $1.81M | Sell |
|
|||||
|
2020
Q3 | $1.43M | Buy |
|
|||||
|
2020
Q2 | $1.26M | Hold |
|
|||||
|
2020
Q1 | $875K | Sell |
|
|||||
|
2019
Q4 | $1M | Hold |
|
|||||
|
2019
Q3 | $891K | Buy |
|
|||||
|
2019
Q2 | $907K | Buy |
|