Carolinas Wealth Consulting’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 |
-8,282
| Closed | -$828K | – | 675 |
|
|
2025
Q1 | $828K | Buy |
8,282
+229
| +3% | +$22.9K | 0.18% | 72 |
|
|
2024
Q4 | $867K | Hold |
8,053
| – | – | 0.17% | 69 |
|
|
2024
Q3 | $832K | Buy |
8,053
+470
| +6% | +$48.5K | 0.15% | 76 |
|
|
2024
Q2 | $742K | Buy |
7,583
+2,299
| +44% | +$225K | 0.14% | 78 |
|
|
2024
Q1 | $522K | Buy |
+5,284
| New | +$522K | 0.1% | 95 |
|