EPG Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $12.7K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $356K | Sell |
|
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $249K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $239K | Hold |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $330K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $14K | Buy |
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