Atria Wealth Solutions’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 | – | Sell |
-5,133
| Closed | -$513K | – | 1781 |
|
2025
Q1 | $513K | Hold |
5,133
| – | – | 0.01% | 1177 |
|
2024
Q4 | $552K | Hold |
5,133
| – | – | 0.01% | 1209 |
|
2024
Q3 | $530K | Hold |
5,133
| – | – | 0.01% | 1211 |
|
2024
Q2 | $502K | Hold |
5,133
| – | – | 0.01% | 1224 |
|
2024
Q1 | $507K | Hold |
5,133
| – | – | 0.01% | 1250 |
|
2023
Q4 | $439K | Buy |
5,133
+1
| +0% | +$85 | 0.01% | 1277 |
|
2023
Q3 | $395K | Sell |
5,132
-940
| -15% | -$72.4K | 0.01% | 1241 |
|
2023
Q2 | $492K | Buy |
6,072
+501
| +9% | +$40.6K | 0.01% | 1163 |
|
2023
Q1 | $423K | Sell |
5,571
-69
| -1% | -$5.24K | 0.01% | 1222 |
|
2022
Q4 | $401K | Buy |
5,640
+3
| +0.1% | +$213 | 0.01% | 1190 |
|
2022
Q3 | $381K | Buy |
5,637
+71
| +1% | +$4.8K | 0.01% | 1163 |
|
2022
Q2 | $379K | Sell |
5,566
-1,629
| -23% | -$111K | 0.01% | 1070 |
|
2022
Q1 | $583K | Buy |
+7,195
| New | +$583K | 0.01% | 979 |
|