Founders Financial Alliance’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.92K | Buy |
142
+1
| +0.7% | +$42 | ﹤0.01% | 485 |
|
|
2025
Q1 | $5.76K | Buy |
141
+1
| +0.7% | +$41 | ﹤0.01% | 551 |
|
|
2024
Q4 | $5.41K | Buy |
140
+1
| +0.7% | +$39 | ﹤0.01% | 517 |
|
|
2024
Q3 | $5.63K | Buy |
139
+1
| +0.7% | +$41 | ﹤0.01% | 522 |
|
|
2024
Q2 | $4.82K | Sell |
138
-99
| -42% | -$3.46K | ﹤0.01% | 511 |
|
|
2024
Q1 | $7.96K | Buy |
237
+1
| +0.4% | +$34 | ﹤0.01% | 489 |
|
|
2023
Q4 | $7.53K | Sell |
236
-137
| -37% | -$4.37K | ﹤0.01% | 444 |
|
|
2023
Q3 | $11.1K | Buy |
373
+2
| +0.5% | +$59 | ﹤0.01% | 412 |
|
|
2023
Q2 | $12K | Buy |
371
+2
| +0.5% | +$65 | ﹤0.01% | 440 |
|
|
2023
Q1 | $12.3K | Buy |
369
+1
| +0.3% | +$33 | 0.01% | 392 |
|
|
2022
Q4 | $12.6K | Sell |
368
-58
| -14% | -$1.99K | 0.01% | 411 |
|
|
2022
Q3 | $14K | Buy |
+426
| New | +$14K | 0.01% | 402 |
|