Cyndeo Wealth Partners’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
$582K Buy
2025
Q2
$535K Buy
2025
Q1
$492K Hold
2024
Q4
$530K Buy
2024
Q3
$508K Hold
2024
Q2
$482K Hold
2024
Q1
$486K Sell
2023
Q4
$876K Sell
2023
Q3
$14.5M Sell
2023
Q2
$15.5M Buy
2023
Q1
$9.42M Buy
2022
Q4
$8.22M Buy