Fortis Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $15K | Buy |
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|
2023
Q1 | $14.9K | Buy |
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|
2022
Q4 | $13.8K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $16K | Sell |
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|
2021
Q4 | $20K | Sell |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $2.95M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $472K | Hold |
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|
2019
Q2 | $497K | Buy |
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