IFP Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96K | Hold |
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2025
Q1 | $6.88K | Hold |
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|
2024
Q4 | $7.9K | Hold |
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|
2024
Q3 | $8.32K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $34K | Hold |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $49K | Buy |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $9K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $32K | Sell |
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|
2016
Q2 | $39K | Buy |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $26K | Buy |
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