Selective Wealth Management’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-600
| Closed | -$24K | – | 578 |
|
2022
Q3 | $24K | Hold |
600
| – | – | 0.01% | 400 |
|
2022
Q2 | $23K | Hold |
600
| – | – | 0.01% | 445 |
|
2022
Q1 | $27K | Hold |
600
| – | – | 0.01% | 406 |
|
2021
Q4 | $31K | Hold |
600
| – | – | 0.01% | 344 |
|
2021
Q3 | $32K | Hold |
600
| – | – | 0.02% | 318 |
|
2021
Q2 | $33K | Buy |
+600
| New | +$33K | 0.03% | 231 |
|