Holistic Planning’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Holistic Planning’s Portfolio PRN Stock Details PRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$299K	Hold
2025 Q2	$272K	Hold
2025 Q1	$238K	Hold
2024 Q4	$266K	Hold
2024 Q3	$265K	Sell
2024 Q2	$274K	Hold
2024 Q1	$274K	Hold
2023 Q4	$232K	Buy