Corient Private Wealth’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 | $340K | Buy |
3,133
+539
| +21% | +$58.5K | ﹤0.01% | 2012 |
|
|
2025
Q1 | $259K | Sell |
2,594
-139
| -5% | -$13.9K | ﹤0.01% | 1926 |
|
|
2024
Q4 | $294K | Buy |
2,733
+2
| +0.1% | +$215 | ﹤0.01% | 1902 |
|
|
2024
Q3 | $282K | Hold |
2,731
| – | – | ﹤0.01% | 2014 |
|
|
2024
Q2 | $267K | Hold |
2,731
| – | – | ﹤0.01% | 1974 |
|
|
2024
Q1 | $270K | Buy |
2,731
+1
| +0% | +$99 | ﹤0.01% | 1944 |
|
|
2023
Q4 | $233K | Buy |
2,730
+2
| +0.1% | +$171 | ﹤0.01% | 1993 |
|
|
2023
Q3 | $210K | Hold |
2,728
| – | – | ﹤0.01% | 1891 |
|
|
2023
Q2 | $221K | Buy |
2,728
+2
| +0.1% | +$162 | ﹤0.01% | 1819 |
|
|
2023
Q1 | $207K | Buy |
+2,726
| New | +$207K | ﹤0.01% | 1778 |
|