CAPTRUST Financial Advisors’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
Q3 | $323K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $319K | Buy |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $27K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $25K | Buy |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $17K | Hold |
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|
2020
Q2 | $15K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $13K | Buy |
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