Spire Wealth Management’s Invesco Dorsey Wright Industrials Momentum ETF PRN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $188K | Buy |
1,200
+42
| +4% | +$6.6K | 0.01% | 781 |
|
2025
Q1 | $159K | Buy |
1,158
+298
| +35% | +$41K | 0.01% | 877 |
|
2024
Q4 | $132K | Buy |
860
+710
| +473% | +$109K | ﹤0.01% | 942 |
|
2024
Q3 | $22.9K | Buy |
150
+50
| +50% | +$7.65K | ﹤0.01% | 1401 |
|
2024
Q2 | $13.3K | Hold |
100
| – | – | ﹤0.01% | 1559 |
|
2024
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 1612 |
|
2023
Q4 | $11.7K | Hold |
100
| – | – | ﹤0.01% | 1709 |
|
2023
Q3 | $10.1K | Buy |
+100
| New | +$10.1K | ﹤0.01% | 1727 |
|