CPC
Consolidated Planning Corp’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
4,815
| – | – | 0.07% | 138 |
|
|
2025
Q1 | $481K | Hold |
4,815
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $518K | Hold |
4,815
| – | – | 0.07% | 127 |
|
|
2024
Q3 | $497K | Sell |
4,815
-200
| -4% | -$20.7K | 0.07% | 128 |
|
|
2024
Q2 | $491K | Buy |
5,015
+600
| +14% | +$58.7K | 0.08% | 115 |
|
|
2024
Q1 | $436K | Hold |
4,415
| – | – | 0.07% | 110 |
|
|
2023
Q4 | $377K | Hold |
4,415
| – | – | 0.07% | 112 |
|
|
2023
Q3 | $340K | Hold |
4,415
| – | – | 0.08% | 115 |
|
|
2023
Q2 | $358K | Sell |
4,415
-1,380
| -24% | -$112K | 0.08% | 128 |
|
|
2023
Q1 | $440K | Buy |
5,795
+86
| +2% | +$6.53K | 0.11% | 87 |
|
|
2022
Q4 | $406K | Hold |
5,709
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $386K | Sell |
5,709
-2,716
| -32% | -$184K | 0.12% | 82 |
|
|
2022
Q2 | $574K | Buy |
+8,425
| New | +$574K | 0.18% | 79 |
|