Geneos Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.4K | Hold |
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|
2025
Q2 | $21.6K | Sell |
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|
2025
Q1 | $65.5K | Buy |
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|
2024
Q4 | $33.3K | Hold |
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|
2024
Q3 | $32.4K | Hold |
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|
2024
Q2 | $35.5K | Sell |
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|
2024
Q1 | $48.9K | Hold |
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|
2023
Q4 | $44.7K | Sell |
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|
2023
Q3 | $60.1K | Hold |
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|
2023
Q2 | $51.4K | Hold |
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|
2023
Q1 | $51.8K | Hold |
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|
2022
Q4 | $56.2K | Hold |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $533K | Buy |
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|
2021
Q3 | $41K | Sell |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $536K | Buy |
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