EWM
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Evermay Wealth Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Evermay Wealth Management’s Portfolio PTF Stock Details PTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-110
Closed -$6.49K – 599
2025
Q1 		$6.49K Hold
110
– – ﹤0.01% 471
2024
Q4 		$7.98K Hold
110
– – ﹤0.01% 464
2024
Q3 		$6.98K Hold
110
– – ﹤0.01% 485
2024
Q2 		$6.81K Buy
+110
New +$6.81K ﹤0.01% 481