CWP
Cyndeo Wealth Partners’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 | $535K | Buy |
4,926
+1
| +0% | +$109 | 0.03% | 296 |
|
|
2025
Q1 | $492K | Hold |
4,925
| – | – | 0.03% | 299 |
|
|
2024
Q4 | $530K | Buy |
4,925
+1
| +0% | +$108 | 0.04% | 290 |
|
|
2024
Q3 | $508K | Hold |
4,924
| – | – | 0.04% | 293 |
|
|
2024
Q2 | $482K | Hold |
4,924
| – | – | 0.04% | 286 |
|
|
2024
Q1 | $486K | Sell |
4,924
-5,325
| -52% | -$526K | 0.04% | 263 |
|
|
2023
Q4 | $876K | Sell |
10,249
-178,622
| -95% | -$15.3M | 0.08% | 197 |
|
|
2023
Q3 | $14.5M | Sell |
188,871
-2,571
| -1% | -$198K | 1.52% | 11 |
|
|
2023
Q2 | $15.5M | Buy |
191,442
+67,495
| +54% | +$5.47M | 1.62% | 8 |
|
|
2023
Q1 | $9.42M | Buy |
123,947
+8,210
| +7% | +$624K | 1.02% | 18 |
|
|
2022
Q4 | $8.22M | Buy |
+115,737
| New | +$8.22M | 0.97% | 21 |
|