IA
Insight Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,771
| Closed | -$291K | – | 328 |
|
|
2021
Q3 | $291K | Sell |
1,771
-398
| -18% | -$65.4K | 0.09% | 249 |
|
|
2021
Q2 | $360K | Sell |
2,169
-512
| -19% | -$85K | 0.11% | 217 |
|
|
2021
Q1 | $419K | Sell |
2,681
-194
| -7% | -$30.3K | 0.13% | 200 |
|
|
2020
Q4 | $460K | Buy |
+2,875
| New | +$460K | 0.17% | 151 |
|