Transamerica Financial Advisors’s Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8K | Sell |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $15M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $14M | Hold |
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $12M | Buy |
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|
2023
Q3 | $1K | Buy |
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|
2023
Q2 | $1K | Sell |
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|
2023
Q1 | $2K | Sell |
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|
2022
Q4 | $2K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $87K | Sell |
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|
2021
Q3 | $84K | Sell |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $92K | Sell |
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|
2020
Q3 | $120K | Sell |
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|
2020
Q2 | $3.99M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $161K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3.85M | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $3.72M | Sell |
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|
2018
Q3 | $4.94M | Buy |
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|
2018
Q2 | $60K | Sell |
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|
2018
Q1 | $3.71M | Sell |
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|
2017
Q4 | $4.26M | Buy |
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|
2017
Q3 | $21K | Sell |
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|
2017
Q2 | $6.43M | Buy |
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|
2017
Q1 | $12K | Sell |
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|
2016
Q4 | $14K | Sell |
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|
2016
Q3 | $32K | Sell |
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|
2016
Q2 | $86K | Sell |
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|
2016
Q1 | $26.7M | Sell |
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|
2015
Q4 | $37.1M | Buy |
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|
2015
Q3 | $28.6M | Buy |
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|
2015
Q2 | $4.75M | Buy |
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|
2015
Q1 | $73K | Buy |
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