WMG Financial Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Sell |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $627K | Buy |
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