Fulcrum Equity Management’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-15,454
| Closed | -$1.12M | – | 114 |
|
|
2024
Q4 | $1.12M | Buy |
+15,454
| New | +$1.12M | 1.11% | 31 |
|
|
2021
Q2 | – | Sell |
-40,440
| Closed | -$1.94M | – | 221 |
|
|
2021
Q1 | $1.94M | Sell |
40,440
-33,075
| -45% | -$1.59M | 0.77% | 47 |
|
|
2020
Q4 | $3.45M | Sell |
73,515
-2,214
| -3% | -$104K | 1.37% | 17 |
|
|
2020
Q3 | $2.78M | Buy |
75,729
+67,836
| +859% | +$2.49M | 1.29% | 16 |
|
|
2020
Q2 | $256K | Buy |
+7,893
| New | +$256K | 0.12% | 119 |
|