RWM
Refined Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-29,834
| Closed | -$1.08M | – | 28 |
|
|
2024
Q4 | $1.08M | Sell |
29,834
-105
| -0.4% | -$3.81K | 0.82% | 16 |
|
|
2024
Q3 | $1.13M | Buy |
29,939
+41
| +0.1% | +$1.55K | 0.87% | 16 |
|
|
2024
Q2 | $1.07M | Sell |
29,898
-408
| -1% | -$14.6K | 0.82% | 16 |
|
|
2024
Q1 | $1.04M | Sell |
30,306
-45,157
| -60% | -$1.56M | 0.74% | 18 |
|
|
2023
Q4 | $2.4M | Buy |
75,463
+4,610
| +7% | +$146K | 1.87% | 15 |
|
|
2023
Q3 | $2.03M | Buy |
70,853
+644
| +0.9% | +$18.5K | 1.82% | 15 |
|
|
2023
Q2 | $2.14M | Buy |
70,209
+2,934
| +4% | +$89.4K | 1.76% | 15 |
|
|
2023
Q1 | $2.02M | Buy |
67,275
+240
| +0.4% | +$7.19K | 1.78% | 15 |
|
|
2022
Q4 | $1.84M | Buy |
67,035
+4,029
| +6% | +$111K | 1.61% | 15 |
|
|
2022
Q3 | $1.53M | Sell |
63,006
-288
| -0.5% | -$6.99K | 1.38% | 16 |
|
|
2022
Q2 | $1.75M | Buy |
63,294
+5,763
| +10% | +$159K | 1.56% | 15 |
|
|
2022
Q1 | $1.93M | Buy |
+57,531
| New | +$1.93M | 1.63% | 14 |
|