MinichMacGregor Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,881
| Closed | -$260K | – | 89 |
|
|
2020
Q4 | $260K | Buy |
+4,881
| New | +$260K | 0.11% | 69 |
|
|
2018
Q4 | – | Sell |
-4,212
| Closed | -$136K | – | 402 |
|
|
2018
Q3 | $136K | Buy |
4,212
+4,017
| +2,060% | +$130K | 0.09% | 61 |
|
|
2018
Q2 | $5K | Buy |
+195
| New | +$5K | ﹤0.01% | 387 |
|