OWA
Outlook Wealth Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,370
| Closed | -$1.55M | – | 279 |
|
|
2025
Q1 | $1.55M | Buy |
26,370
+5,533
| +27% | +$326K | 0.43% | 48 |
|
|
2024
Q4 | $1.51M | Sell |
20,837
-1,224
| -6% | -$88.8K | 0.43% | 46 |
|
|
2024
Q3 | $1.4M | Buy |
22,061
+1,168
| +6% | +$74.1K | 0.4% | 48 |
|
|
2024
Q2 | $1.01M | Buy |
+20,893
| New | +$1.01M | 0.32% | 59 |
|