Accel Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,315
| Closed | -$99.9K | – | 659 |
|
|
2023
Q1 | $99.9K | Hold |
1,315
| – | – | 0.04% | 336 |
|
|
2022
Q4 | $93.4K | Sell |
1,315
-280
| -18% | -$19.9K | 0.04% | 248 |
|
|
2022
Q3 | $115K | Sell |
1,595
-258
| -14% | -$18.6K | 0.06% | 228 |
|
|
2022
Q2 | $128K | Sell |
1,853
-200
| -10% | -$13.8K | 0.07% | 203 |
|
|
2022
Q1 | $167K | Sell |
2,053
-449
| -18% | -$36.5K | 0.09% | 180 |
|
|
2021
Q4 | $236K | Sell |
2,502
-105
| -4% | -$9.9K | 0.12% | 140 |
|
|
2021
Q3 | $233K | Hold |
2,607
| – | – | 0.15% | 117 |
|
|
2021
Q2 | $234K | Buy |
2,607
+1
| +0% | +$90 | 0.16% | 126 |
|
|
2021
Q1 | $222K | Sell |
2,606
-251
| -9% | -$21.4K | 0.18% | 118 |
|
|
2020
Q4 | $251K | Buy |
+2,857
| New | +$251K | 0.23% | 89 |
|