DWMG
DB Wealth Management Group’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $180K | Hold |
2,102
| – | – | 0.1% | 90 |
|
|
2023
Q3 | $162K | Hold |
2,102
| – | – | 0.1% | 91 |
|
|
2023
Q2 | $170K | Hold |
2,102
| – | – | 0.1% | 87 |
|
|
2023
Q1 | $160K | Hold |
2,102
| – | – | 0.1% | 85 |
|
|
2022
Q4 | $149K | Hold |
2,102
| – | – | 0.1% | 87 |
|
|
2022
Q3 | $142K | Sell |
2,102
-89
| -4% | -$6.01K | 0.1% | 92 |
|
|
2022
Q2 | $149K | Hold |
2,191
| – | – | 0.1% | 89 |
|
|
2022
Q1 | $178K | Sell |
2,191
-2,766
| -56% | -$225K | 0.11% | 94 |
|
|
2021
Q4 | $469K | Sell |
4,957
-866
| -15% | -$81.9K | 0.28% | 64 |
|
|
2021
Q3 | $521K | Hold |
5,823
| – | – | 0.34% | 58 |
|
|
2021
Q2 | $522K | Sell |
5,823
-11,544
| -66% | -$1.03M | 0.33% | 59 |
|
|
2021
Q1 | $1.48M | Sell |
17,367
-800
| -4% | -$68.1K | 1.01% | 28 |
|
|
2020
Q4 | $1.59M | Buy |
+18,167
| New | +$1.59M | 1.18% | 21 |
|