Founders Financial Alliance’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 | $87.1K | Hold |
802
| – | – | 0.02% | 357 |
|
|
2025
Q1 | $80.2K | Sell |
802
-563
| -41% | -$56.3K | 0.02% | 402 |
|
|
2024
Q4 | $147K | Buy |
1,365
+1
| +0.1% | +$108 | 0.04% | 303 |
|
|
2024
Q3 | $141K | Hold |
1,364
| – | – | 0.04% | 307 |
|
|
2024
Q2 | $133K | Hold |
1,364
| – | – | 0.04% | 301 |
|
|
2024
Q1 | $135K | Sell |
1,364
-297
| -18% | -$29.3K | 0.04% | 303 |
|
|
2023
Q4 | $142K | Hold |
1,661
| – | – | 0.06% | 268 |
|
|
2023
Q3 | $128K | Hold |
1,661
| – | – | 0.06% | 253 |
|
|
2023
Q2 | $135K | Buy |
1,661
+51
| +3% | +$4.13K | 0.05% | 272 |
|
|
2023
Q1 | $122K | Sell |
1,610
-71
| -4% | -$5.37K | 0.06% | 240 |
|
|
2022
Q4 | $119K | Buy |
1,681
+300
| +22% | +$21.3K | 0.05% | 255 |
|
|
2022
Q3 | $93K | Hold |
1,381
| – | – | 0.05% | 260 |
|
|
2022
Q2 | $94K | Hold |
1,381
| – | – | 0.05% | 270 |
|
|
2022
Q1 | $112K | Hold |
1,381
| – | – | 0.05% | 252 |
|
|
2021
Q4 | $131K | Hold |
1,381
| – | – | 0.05% | 281 |
|
|
2021
Q3 | $123K | Buy |
1,381
+190
| +16% | +$16.9K | 0.06% | 263 |
|
|
2021
Q2 | $107K | Buy |
1,191
+110
| +10% | +$9.88K | 0.05% | 286 |
|
|
2021
Q1 | $90K | Buy |
1,081
+569
| +111% | +$47.4K | 0.04% | 282 |
|
|
2020
Q4 | $45K | Hold |
512
| – | – | 0.03% | 299 |
|
|
2020
Q3 | $42K | Buy |
+512
| New | +$42K | 0.03% | 416 |
|