OneDigital Investment Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $268K | Sell |
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|
2024
Q3 | $315K | Hold |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $864K | Sell |
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|
2022
Q3 | $863K | Sell |
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|
2022
Q2 | $854K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.25M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $983K | Buy |
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|
2020
Q3 | $822K | Buy |
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|
2020
Q2 | $611K | Sell |
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|
2020
Q1 | $449K | Sell |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $450K | Hold |
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|
2019
Q2 | $507K | Hold |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $465K | Buy |
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