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Laurel Wealth Advisors (California)’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio PTF Stock Details PTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,050
Closed -$224K – 791
2021
Q4 		$224K Hold
4,050
– – 0.02% 719
2021
Q3 		$203K Hold
4,050
– – 0.04% 438
2021
Q2 		$202K Buy
+4,050
New +$190K 0.03% 496

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FA
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OMC
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Laurel Wealth Advisors (California)'s PTF Position: Q1 2022 in Review

Laurel Wealth Advisors (California) sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2022, closing a stake of 4,050 shares — an estimated $224K sold.

Laurel Wealth Advisors (California) first reported a position in PTF in Q2 2021 and held it in 3 quarters. The position peaked at $224K in Q4 2021. 71 funds tracked by Wall St. Rank hold PTF as of Q1 2022.

  • Laurel Wealth Advisors (California) reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,050 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2022, an estimated $224K.
  • Laurel Wealth Advisors (California) first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q2 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Invesco Dorsey Wright Technology Momentum ETF position peaked at $224K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2022, filed 13 May 2022.