Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Hold |
3,000
| – | – | 0.03% | 473 |
|
|
2025
Q1 | $300K | Hold |
3,000
| – | – | 0.02% | 560 |
|
|
2024
Q4 | $323K | Hold |
3,000
| – | – | 0.02% | 577 |
|
|
2024
Q3 | $310K | Hold |
3,000
| – | – | 0.02% | 589 |
|
|
2024
Q2 | $294K | Hold |
3,000
| – | – | 0.02% | 577 |
|
|
2024
Q1 | $296K | Hold |
3,000
| – | – | 0.02% | 594 |
|
|
2023
Q4 | $256K | Buy |
+3,000
| New | +$256K | 0.02% | 611 |
|
|
2021
Q2 | – | Sell |
-30,976
| Closed | -$2.64M | – | 795 |
|
|
2021
Q1 | $2.64M | Buy |
30,976
+1,900
| +7% | +$162K | 0.19% | 121 |
|
|
2020
Q4 | $2.55M | Buy |
+29,076
| New | +$2.55M | 0.17% | 131 |
|
|
2020
Q1 | – | Sell |
-46,335
| Closed | -$2.98M | – | 526 |
|
|
2019
Q4 | $2.98M | Buy |
46,335
+41,505
| +859% | +$2.67M | 0.32% | 82 |
|
|
2019
Q3 | $294K | Buy |
+4,830
| New | +$294K | 0.03% | 378 |
|