Heritage Trust’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
Q3 | $247K | Hold |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $209K | Hold |
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|
2024
Q4 | $225K | Buy |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $106K | Hold |
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|
2018
Q3 | $131K | Hold |
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|
2018
Q2 | $121K | Hold |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $113K | Hold |
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|
2017
Q3 | $107K | Sell |
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|
2017
Q2 | $205K | Buy |
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