IHT 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
2026 Q1	$2.84M	Sell	57,887 -28,005	-33%	-$1.36M	0.07%	296
2025 Q4	$4.27M	Buy	85,892 +6	+0%	+$295	0.1%	199
2025 Q3	$3.79M	Buy	85,886 +6,860	+9%	+$269K	0.1%	208
2025 Q2	$3.07M	Sell	79,026 -11,191	-12%	-$422K	0.08%	232
2025 Q1	$3.56M	Buy	90,217 +18,379	+26%	+$760K	0.11%	184
2024 Q4	$2.88M	Sell	71,838 -21,581	-23%	-$962K	0.09%	205
2024 Q3	$4.33M	Buy	93,419 +35,650	+62%	+$1.62M	0.12%	169
2024 Q2	$2.48M	Buy	57,769 +15,973	+38%	+$671K	0.09%	220
2024 Q1	$1.84M	Buy	41,796 +1,173	+3%	+$49.6K	0.07%	270
2023 Q4	$1.59M	Sell	40,623 -3,572	-8%	-$120K	0.07%	270
2023 Q3	$1.48M	Sell	44,195 -5,215	-11%	-$193K	0.08%	254
2023 Q2	$2.01M	Sell	49,410 -75	-0.2%	-$2.99K	0.1%	188
2023 Q1	$1.85M	Buy	49,485 +4,155	+9%	+$163K	0.11%	192
2022 Q4	$1.86M	Sell	45,330 -3,591	-7%	-$146K	0.12%	182
2022 Q3	$1.98M	Buy	48,921 +18,765	+62%	+$792K	0.15%	152
2022 Q2	$1.15M	Buy	30,156 +1,248	+4%	+$50.3K	0.1%	214
2022 Q1	$1.3M	Buy	28,908 +1,005	+4%	+$44K	0.1%	209
2021 Q4	$1.44M	Sell	27,903 -450	-2%	-$23.4K	0.11%	192
2021 Q3	$1.52M	Buy	28,353 +1,563	+6%	+$87.5K	0.12%	159
2021 Q2	$1.49M	Buy	26,790 +1,443	+6%	+$75.1K	0.09%	227
2021 Q1	$1.33M	Sell	25,347 -6,594	-21%	-$370K	0.1%	218
2020 Q4	$1.7M	Buy	31,941 +2,358	+8%	+$117K	0.14%	158
2020 Q3	$1.34M	Buy	29,583 +882	+3%	+$38.9K	0.13%	161
2020 Q2	$1.17M	Buy	28,701 +6,708	+31%	+$238K	0.16%	142
2020 Q1	$625K	Sell	21,993 -402	-2%	-$12.2K	0.09%	241
2019 Q4	$714K	Sell	22,395 -588	-3%	-$16.7K	0.08%	266
2019 Q3	$599K	Sell	22,983 -1,578	-6%	-$45.2K	0.08%	286
2019 Q2	$722K	Sell	24,561 -375	-2%	-$10.1K	0.1%	223
2019 Q1	$662K	Buy	+24,936	New	+$655K	0.11%	216