EP Wealth Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $188K | Hold |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $202K | Sell |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $214K | Hold |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2023
Q1 | $906K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $456K | Sell |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $589K | Sell |
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|
2021
Q1 | $848K | Sell |
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|
2020
Q4 | $941K | Hold |
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|
2020
Q3 | $799K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $864K | Sell |
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|
2018
Q4 | $851K | Sell |
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|
2018
Q3 | $1.26M | Buy |
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