TWM
Trueblood Wealth Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Buy |
20,180
+538
| +3% | +$24.7K | 0.39% | 84 |
|
|
2025
Q1 | $748K | Sell |
19,642
-5,448
| -22% | -$207K | 0.35% | 100 |
|
|
2024
Q4 | $911K | Hold |
25,090
| – | – | 0.45% | 70 |
|
|
2024
Q3 | $951K | Buy |
25,090
+30
| +0.1% | +$1.14K | 0.48% | 70 |
|
|
2024
Q2 | $895K | Sell |
25,060
-43
| -0.2% | -$1.54K | 0.51% | 63 |
|
|
2024
Q1 | $865K | Hold |
25,103
| – | – | 0.5% | 65 |
|
|
2023
Q4 | $797K | Buy |
+25,103
| New | +$797K | 0.5% | 64 |
|