Pinnacle Financial Partners’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,320
| Closed | -$241K | – | 532 |
|
|
2024
Q4 | $241K | Hold |
3,320
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $211K | Sell |
3,320
-2,326
| -41% | -$148K | ﹤0.01% | 429 |
|
|
2024
Q2 | $350K | Buy |
5,646
+1,326
| +31% | +$82.1K | 0.01% | 356 |
|
|
2024
Q1 | $248K | Hold |
4,320
| – | – | 0.01% | 398 |
|
|
2023
Q4 | $218K | Buy |
+4,320
| New | +$218K | 0.01% | 395 |
|
|
2023
Q3 | – | Sell |
-4,620
| Closed | -$227K | – | 555 |
|
|
2023
Q2 | $227K | Hold |
4,620
| – | – | 0.01% | 368 |
|
|
2023
Q1 | $201K | Buy |
+4,620
| New | +$201K | 0.01% | 382 |
|
|
2022
Q2 | – | Sell |
-4,620
| Closed | -$213K | – | 454 |
|
|
2022
Q1 | $213K | Hold |
4,620
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $256K | Hold |
4,620
| – | – | 0.01% | 357 |
|
|
2021
Q3 | $231K | Hold |
4,620
| – | – | 0.01% | 357 |
|
|
2021
Q2 | $230K | Hold |
4,620
| – | – | 0.01% | 345 |
|
|
2021
Q1 | $221K | Hold |
4,620
| – | – | 0.01% | 330 |
|
|
2020
Q4 | $217K | Buy |
+4,620
| New | +$217K | 0.01% | 329 |
|