NewEdge Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $398 | Hold |
4
| – | – | ﹤0.01% | 3821 |
|
2025
Q1 | $344 | Hold |
4
| – | – | ﹤0.01% | 3755 |
|
2024
Q4 | $395 | Hold |
4
| – | – | ﹤0.01% | 3688 |
|
2024
Q3 | $416 | Hold |
4
| – | – | ﹤0.01% | 3626 |
|
2024
Q2 | $384 | Hold |
4
| – | – | ﹤0.01% | 3601 |
|
2024
Q1 | $386 | Buy |
+4
| New | +$386 | ﹤0.01% | 3608 |
|
2023
Q1 | – | Sell |
-192
| Closed | -$12.3K | – | 3942 |
|
2022
Q4 | $12.3K | Buy |
+192
| New | +$12.3K | ﹤0.01% | 2303 |
|