Davis Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,815
| Closed | -$232K | – | 121 |
|
|
2023
Q4 | $232K | Hold |
2,815
| – | – | 0.11% | 99 |
|
|
2023
Q3 | $213K | Hold |
2,815
| – | – | 0.11% | 97 |
|
|
2023
Q2 | $229K | Hold |
2,815
| – | – | 0.11% | 106 |
|
|
2023
Q1 | $210K | Hold |
2,815
| – | – | 0.11% | 100 |
|
|
2022
Q4 | $217K | Buy |
+2,815
| New | +$217K | 0.11% | 104 |
|