Kingswood Wealth Advisors’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,662
Closed -$780K 783
2025
Q1
$780K Sell
5,662
-180
-3% -$24.8K 0.07% 301
2024
Q4
$898K Buy
5,842
+3,752
+180% +$577K 0.07% 295
2024
Q3
$320K Buy
+2,090
New +$320K 0.02% 560