Geneos Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.4K | Hold |
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|
2025
Q2 | $23.3K | Sell |
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|
2025
Q1 | $47.4K | Buy |
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|
2024
Q4 | $24K | Hold |
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|
2024
Q3 | $27.9K | Hold |
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|
2024
Q2 | $25.8K | Sell |
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|
2024
Q1 | $29.7K | Hold |
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|
2023
Q4 | $26.4K | Sell |
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|
2023
Q3 | $32.7K | Hold |
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|
2023
Q2 | $39.6K | Hold |
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|
2023
Q1 | $36.5K | Hold |
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|
2022
Q4 | $40K | Hold |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $49K | Sell |
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|
2022
Q1 | $94K | Sell |
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|
2021
Q4 | $144K | Sell |
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|
2021
Q3 | $197K | Sell |
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|
2021
Q2 | $237K | Buy |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | $30K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $61K | Sell |
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|
2018
Q4 | $130K | Buy |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | $26K | Buy |
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