EP Wealth Advisors’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

EP Wealth Advisors’s Portfolio PUI Stock Details PUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$674K	Hold
2020 Q1	$664K	Sell
2019 Q4	$835K	Buy
2019 Q3	$826K	Hold
2019 Q2	$766K	Buy
2019 Q1	$662K	Sell
2018 Q4	$646K	Buy