AE Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Sell |
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|
2025
Q1 | $174K | Sell |
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|
2024
Q4 | $197K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $785K | Buy |
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|
2022
Q2 | $421K | Sell |
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|
2022
Q1 | $818K | Sell |
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|
2021
Q4 | $1M | Sell |
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|
2021
Q3 | $61.5M | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $425K | Sell |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $24.6M | Buy |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $4.07M | Buy |
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|
2019
Q4 | $351K | Sell |
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|
2019
Q3 | $2.72M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $259K | Buy |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $209K | Sell |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $213K | Buy |
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