Octavia Wealth Advisors’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
Q3 | $315K | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $365K | Sell |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $299K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $253K | Buy |
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