SOA Wealth Advisors’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $51.9K | Hold |
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|
2025
Q1 | $52.7K | Hold |
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|
2024
Q4 | $53.5K | Hold |
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|
2024
Q3 | $62.1K | Hold |
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|
2024
Q2 | $57.4K | Buy |
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|
2024
Q1 | $58.7K | Hold |
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|
2023
Q4 | $52.3K | Hold |
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|
2023
Q3 | $44.8K | Hold |
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|
2023
Q2 | $54.2K | Hold |
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|
2023
Q1 | $50K | Buy |
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|
2022
Q4 | $14.9K | Sell |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $80K | Hold |
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|
2022
Q1 | $93K | Hold |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q3 | $83K | Hold |
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|
2021
Q2 | $86K | Sell |
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|
2021
Q1 | $91K | Buy |
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|
2020
Q4 | $89K | Buy |
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