EP Wealth Advisors’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
Q2 | $2.54M | Sell |
|
|||||
|
2025
Q1 | $3.68M | Sell |
|
|||||
|
2024
Q4 | $3.99M | Sell |
|
|||||
|
2024
Q3 | $3.83M | Sell |
|
|||||
|
2024
Q2 | $3.68M | Sell |
|
|||||
|
2024
Q1 | $3.78M | Sell |
|
|||||
|
2023
Q4 | $3.28M | Sell |
|
|||||
|
2023
Q3 | $2.97M | Buy |
|
|||||
|
2023
Q2 | $3.11M | Buy |
|
|||||
|
2023
Q1 | $118K | Sell |
|
|||||
|
2022
Q4 | $2.83M | Buy |
|
|||||
|
2022
Q3 | $2.6M | Sell |
|
|||||
|
2022
Q2 | $2.63M | Sell |
|
|||||
|
2022
Q1 | $3.19M | Sell |
|
|||||
|
2021
Q4 | $4.14M | Buy |
|
|||||
|
2021
Q3 | $3.78M | Sell |
|
|||||
|
2021
Q2 | $3.79M | Sell |
|
|||||
|
2021
Q1 | $3.79M | Sell |
|
|||||
|
2020
Q4 | $4.27M | Buy |
|
|||||
|
2020
Q3 | $3.7M | Buy |
|
|||||
|
2020
Q2 | $3.15M | Buy |
|
|||||
|
2020
Q1 | $2.51M | Sell |
|
|||||
|
2019
Q4 | $3.01M | Sell |
|
|||||
|
2019
Q3 | $2.94M | Buy |
|
|||||
|
2019
Q2 | $2.9M | Sell |
|
|||||
|
2019
Q1 | $4.02M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $549K | Sell |
|
|||||
|
2017
Q4 | $856K | Sell |
|
|||||
|
2017
Q3 | $1.47M | Sell |
|
|||||
|
2017
Q2 | $1.98M | Buy |
|