Transamerica Financial Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Sell |
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|
2025
Q1 | $67K | Sell |
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|
2024
Q4 | $76K | Sell |
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|
2024
Q3 | $74K | Sell |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $14.4M | Buy |
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|
2023
Q2 | $198K | Sell |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $12.2M | Sell |
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|
2022
Q3 | $11.3M | Sell |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $58K | Sell |
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|
2021
Q4 | $88K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $120K | Sell |
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|
2021
Q1 | $109K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $98K | Sell |
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|
2020
Q2 | $3.92M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $3.75M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5K | Sell |
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|
2017
Q1 | $7.88M | Sell |
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|
2016
Q4 | $10.7M | Buy |
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