Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,062
| Closed | -$52K | – | 2170 |
|
|
2021
Q1 | $52K | Sell |
1,062
-444
| -29% | -$21.7K | ﹤0.01% | 1644 |
|
|
2020
Q4 | $80K | Hold |
1,506
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q3 | $68K | Hold |
1,506
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q2 | $61K | Buy |
1,506
+906
| +151% | +$36.7K | ﹤0.01% | 1114 |
|
|
2020
Q1 | $17K | Hold |
600
| – | – | ﹤0.01% | 1443 |
|
|
2019
Q4 | $19K | Hold |
600
| – | – | ﹤0.01% | 1459 |
|
|
2019
Q3 | $16K | Buy |
+600
| New | +$16K | ﹤0.01% | 1369 |
|