Allworth Financial’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Hold |
1,615
| – | – | ﹤0.01% | 1234 |
|
|
2025
Q1 | $160K | Buy |
1,615
+287
| +22% | +$28.3K | ﹤0.01% | 1025 |
|
|
2024
Q4 | $154K | Buy |
1,328
+175
| +15% | +$20.3K | ﹤0.01% | 1049 |
|
|
2024
Q3 | $119K | Hold |
1,153
| – | – | ﹤0.01% | 1009 |
|
|
2024
Q2 | $112K | Hold |
1,153
| – | – | ﹤0.01% | 1032 |
|
|
2024
Q1 | $114K | Buy |
+1,153
| New | +$114K | ﹤0.01% | 976 |
|
|
2021
Q1 | – | Sell |
-18
| Closed | -$2K | – | 1590 |
|
|
2020
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1187 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$1K | – | 919 |
|
|
2018
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 854 |
|