J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $289K | Buy |
3,755
+100
| +3% | +$7.7K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $296K | Buy |
3,655
+1
| +0% | +$81 | ﹤0.01% | 1246 |
|
|
2023
Q1 | $278K | Hold |
3,654
| – | – | ﹤0.01% | 1710 |
|
|
2022
Q4 | $260K | Buy |
+3,654
| New | +$260K | ﹤0.01% | 1709 |
|
|
2022
Q2 | – | Sell |
-3,404
| Closed | -$276K | – | 2001 |
|
|
2022
Q1 | $276K | Buy |
3,404
+279
| +9% | +$22.6K | ﹤0.01% | 1785 |
|
|
2021
Q4 | $295K | Buy |
+3,125
| New | +$295K | ﹤0.01% | 1751 |
|
|
2018
Q4 | – | Sell |
-3,804
| Closed | -$227K | – | 1551 |
|
|
2018
Q3 | $227K | Buy |
+3,804
| New | +$227K | ﹤0.01% | 1422 |
|
|
2016
Q2 | – | Sell |
-7,096
| Closed | -$289K | – | 1302 |
|
|
2016
Q1 | $289K | Buy |
+7,096
| New | +$289K | ﹤0.01% | 964 |
|