Laurel Wealth Advisors (North Carolina)’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Buy |
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|
2025
Q1 | $60.7K | Hold |
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|
2024
Q4 | $62.1K | Hold |
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|
2024
Q3 | $68.6K | Hold |
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|
2024
Q2 | $62.6K | Hold |
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|
2024
Q1 | $66.5K | Hold |
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|
2023
Q4 | $61.2K | Hold |
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|
2023
Q3 | $56.2K | Hold |
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|
2023
Q2 | $61.3K | Hold |
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|
2023
Q1 | $60.8K | Hold |
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|
2022
Q4 | $56.6K | Hold |
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|
2022
Q3 | $50K | Hold |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $71K | Hold |
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|
2021
Q4 | $68K | Hold |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $59K | Buy |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $36K | Buy |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $45K | Hold |
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|
2019
Q3 | $41K | Hold |
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|
2019
Q2 | $42K | Hold |
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|
2019
Q1 | $42K | Hold |
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|
2018
Q4 | $37K | Buy |
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