Samalin Investment Counsel’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $490K | Hold |
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|
2025
Q2 | $447K | Hold |
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|
2025
Q1 | $386K | Hold |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $342K | Sell |
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|
2023
Q3 | $319K | Sell |
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|
2023
Q2 | $357K | Hold |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $268K | Hold |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $349K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $383K | Hold |
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|
2021
Q1 | $368K | Hold |
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|
2020
Q4 | $361K | Hold |
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|
2020
Q3 | $282K | Sell |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
|