Spire Wealth Management’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 | $2.68K | Hold |
39
| – | – | ﹤0.01% | 2113 |
|
|
2025
Q1 | $2.32K | Hold |
39
| – | – | ﹤0.01% | 2254 |
|
|
2024
Q4 | $2.85K | Buy |
+39
| New | +$2.85K | ﹤0.01% | 2176 |
|
|
2023
Q3 | – | Sell |
-2,400
| Closed | -$118K | – | 2446 |
|
|
2023
Q2 | $118K | Hold |
2,400
| – | – | ﹤0.01% | 922 |
|
|
2023
Q1 | $105K | Hold |
2,400
| – | – | ﹤0.01% | 952 |
|
|
2022
Q4 | $91K | Hold |
2,400
| – | – | 0.01% | 781 |
|
|
2022
Q3 | $85K | Hold |
2,400
| – | – | 0.01% | 763 |
|
|
2022
Q2 | $87K | Hold |
2,400
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q1 | $110K | Hold |
2,400
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q4 | $133K | Hold |
2,400
| – | – | ﹤0.01% | 1287 |
|
|
2021
Q3 | $120K | Hold |
2,400
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q2 | $120K | Hold |
2,400
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q1 | $115K | Buy |
+2,400
| New | +$115K | ﹤0.01% | 1345 |
|