Kings Point Capital Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Hold |
438
| – | – | ﹤0.01% | 473 |
|
|
2021
Q4 | $23K | Sell |
438
-291
| -40% | -$15.3K | ﹤0.01% | 500 |
|
|
2021
Q3 | $39K | Hold |
729
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $40K | Hold |
729
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $38K | Sell |
729
-300
| -29% | -$15.6K | ﹤0.01% | 359 |
|
|
2020
Q4 | $55K | Hold |
1,029
| – | – | 0.01% | 308 |
|
|
2020
Q3 | $47K | Buy |
+1,029
| New | +$47K | 0.01% | 318 |
|