Castle Rock 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
Q3 | $373K | Hold |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $324K | Hold |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $397K | Hold |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $315K | Sell |
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|
2023
Q3 | $306K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $300K | Hold |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $358K | Hold |
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|
2021
Q3 | $455K | Sell |
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|
2021
Q2 | $421K | Sell |
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|
2021
Q1 | $427K | Sell |
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|
2020
Q4 | $451K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $398K | Hold |
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|
2019
Q4 | $441K | Buy |
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|
2019
Q3 | $383K | Buy |
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