IWA
IBEX Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,288
| Closed | -$892K | – | 186 |
|
|
2024
Q4 | $892K | Buy |
+8,288
| New | +$892K | 0.11% | 117 |
|
|
2019
Q3 | – | Sell |
-72
| Closed | -$4K | – | 271 |
|
|
2019
Q2 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 342 |
|
|
2017
Q1 | – | Sell |
-217
| Closed | -$9K | – | 285 |
|
|
2016
Q4 | $9K | Sell |
217
-22,903
| -99% | -$950K | ﹤0.01% | 304 |
|
|
2016
Q3 | $981K | Buy |
+23,120
| New | +$981K | 0.54% | 60 |
|