Sigma Planning Corp’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
Q2 | $555K | Sell |
8,121
-725
| -8% | -$49.5K | 0.02% | 740 |
|
|
2025
Q1 | $522K | Buy |
8,846
+1,173
| +15% | +$69.2K | 0.02% | 724 |
|
|
2024
Q4 | $557K | Buy |
+7,673
| New | +$557K | 0.02% | 695 |
|
|
2020
Q1 | – | Sell |
-8,529
| Closed | -$220K | – | 1041 |
|
|
2019
Q4 | $220K | Sell |
8,529
-63,603
| -88% | -$1.64M | 0.01% | 916 |
|
|
2019
Q3 | $1.65M | Buy |
+72,132
| New | +$1.65M | 0.08% | 262 |
|