MWM
MinichMacGregor Wealth Management’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
2,482
-61
| -2% | -$9.58K | 0.08% | 83 |
|
|
2025
Q1 | $350K | Buy |
2,543
+112
| +5% | +$15.4K | 0.08% | 81 |
|
|
2024
Q4 | $374K | Sell |
2,431
-23
| -0.9% | -$3.54K | 0.08% | 82 |
|
|
2024
Q3 | $375K | Buy |
+2,454
| New | +$375K | 0.08% | 77 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 394 |
|
|
2018
Q3 | $0 | Sell |
1
-45
| -98% | – | ﹤0.01% | 576 |
|
|
2018
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 451 |
|