Kingsview Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $586K | Sell |
13,597
-2,080
| -13% | -$89.7K | 0.01% | 717 |
|
|
2025
Q1 | $685K | Sell |
15,677
-2,050
| -12% | -$89.5K | 0.01% | 631 |
|
|
2024
Q4 | $786K | Hold |
17,727
| – | – | 0.02% | 612 |
|
|
2024
Q3 | $765K | Sell |
17,727
-470
| -3% | -$20.3K | 0.02% | 599 |
|
|
2024
Q2 | $862K | Sell |
18,197
-5,296
| -23% | -$251K | 0.02% | 548 |
|
|
2024
Q1 | $1.15M | Sell |
23,493
-4,925
| -17% | -$241K | 0.03% | 462 |
|
|
2023
Q4 | $1.27M | Sell |
28,418
-642
| -2% | -$28.7K | 0.04% | 398 |
|
|
2023
Q3 | $1.34M | Hold |
29,060
| – | – | 0.05% | 367 |
|
|
2023
Q2 | $1.15M | Hold |
29,060
| – | – | 0.05% | 364 |
|
|
2023
Q1 | $1.16M | Hold |
29,060
| – | – | 0.05% | 356 |
|
|
2022
Q4 | $1.26M | Hold |
29,060
| – | – | 0.05% | 301 |
|
|
2022
Q3 | $1.14M | Sell |
29,060
-100
| -0.3% | -$3.93K | 0.05% | 304 |
|
|
2022
Q2 | $1.11M | Buy |
29,160
+100
| +0.3% | +$3.82K | 0.05% | 335 |
|
|
2022
Q1 | $1.24M | Buy |
+29,060
| New | +$1.24M | 0.05% | 327 |
|
|
2021
Q3 | – | Sell |
-48,853
| Closed | -$1.54M | – | 909 |
|
|
2021
Q2 | $1.54M | Buy |
+48,853
| New | +$1.54M | 0.08% | 274 |
|