Westside Investment 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 | – | Hold |
0
| – | – | – | 1311 |
|
|
2025
Q1 | – | Sell |
-414
| Closed | -$30.1K | – | 1006 |
|
|
2024
Q4 | $30.1K | Hold |
414
| – | – | 0.01% | 493 |
|
|
2024
Q3 | $26.3K | Hold |
414
| – | – | 0.01% | 518 |
|
|
2024
Q2 | $25.7K | Hold |
414
| – | – | 0.01% | 499 |
|
|
2024
Q1 | $23.8K | Hold |
414
| – | – | 0.01% | 495 |
|
|
2023
Q4 | $20.9K | Hold |
414
| – | – | 0.01% | 489 |
|
|
2023
Q3 | $18.3K | Buy |
+414
| New | +$18.3K | 0.01% | 498 |
|