Geneos Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Sell |
470
-285
| -38% | -$13.1K | ﹤0.01% | 1990 |
|
|
2025
Q1 | $28.8K | Buy |
755
+470
| +165% | +$17.9K | ﹤0.01% | 2168 |
|
|
2024
Q4 | $10.4K | Hold |
285
| – | – | ﹤0.01% | 2042 |
|
|
2024
Q3 | $10.8K | Hold |
285
| – | – | ﹤0.01% | 1816 |
|
|
2024
Q2 | $10.2K | Hold |
285
| – | – | ﹤0.01% | 1547 |
|
|
2024
Q1 | $9.82K | Hold |
285
| – | – | ﹤0.01% | 1551 |
|
|
2023
Q4 | $9.05K | Hold |
285
| – | – | ﹤0.01% | 1571 |
|
|
2023
Q3 | $8.17K | Hold |
285
| – | – | ﹤0.01% | 1627 |
|
|
2023
Q2 | $8.68K | Hold |
285
| – | – | ﹤0.01% | 1614 |
|
|
2023
Q1 | $8.54K | Hold |
285
| – | – | ﹤0.01% | 1590 |
|
|
2022
Q4 | $7.83K | Hold |
285
| – | – | ﹤0.01% | 1602 |
|
|
2022
Q3 | $6K | Sell |
285
-2,316
| -89% | -$48.8K | ﹤0.01% | 1658 |
|
|
2022
Q2 | $71K | Sell |
2,601
-1,296
| -33% | -$35.4K | ﹤0.01% | 1140 |
|
|
2022
Q1 | $131K | Sell |
3,897
-121
| -3% | -$4.07K | 0.01% | 979 |
|
|
2021
Q4 | $161K | Sell |
4,018
-997
| -20% | -$39.9K | 0.01% | 959 |
|
|
2021
Q3 | $189K | Buy |
5,015
+501
| +11% | +$18.9K | 0.01% | 883 |
|
|
2021
Q2 | $171K | Sell |
4,514
-186,158
| -98% | -$7.05M | 0.01% | 917 |
|
|
2021
Q1 | $6.97M | Sell |
190,672
-8,231
| -4% | -$301K | 0.19% | 123 |
|
|
2020
Q4 | $6.83M | Buy |
198,903
+34,401
| +21% | +$1.18M | 0.27% | 80 |
|
|
2020
Q3 | $5.11M | Sell |
164,502
-2,203
| -1% | -$68.4K | 0.26% | 87 |
|
|
2020
Q2 | $4.56M | Sell |
166,705
-12,164
| -7% | -$333K | 0.25% | 92 |
|
|
2020
Q1 | $4.04M | Sell |
178,869
-1,274
| -0.7% | -$28.8K | 0.27% | 83 |
|
|
2019
Q4 | $5.23M | Sell |
180,143
-2,259
| -1% | -$65.6K | 0.28% | 103 |
|
|
2019
Q3 | $4.8M | Buy |
182,402
+9,022
| +5% | +$238K | 0.29% | 92 |
|
|
2019
Q2 | $4.69M | Buy |
173,380
+170,801
| +6,623% | +$4.62M | 0.29% | 90 |
|
|
2019
Q1 | $66K | Buy |
2,579
+185
| +8% | +$4.73K | ﹤0.01% | 1012 |
|
|
2018
Q4 | $54K | Sell |
2,394
-132,374
| -98% | -$2.99M | ﹤0.01% | 1058 |
|
|
2018
Q3 | $3.7M | Buy |
134,768
+2,229
| +2% | +$61.2K | 0.25% | 121 |
|
|
2018
Q2 | $3.67M | Buy |
+132,539
| New | +$3.67M | 0.29% | 95 |
|