Heron Financial Group’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $980K | Sell |
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|
2023
Q1 | $965K | Sell |
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|
2022
Q4 | $937K | Sell |
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|
2022
Q3 | $1.29M | Hold |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.92M | Sell |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $1.94M | Sell |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $1.65M | Buy |
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