JBR Co Financial 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 | $3.26M | Sell |
30,012
-949
| -3% | -$103K | 1.61% | 14 |
|
|
2025
Q1 | $3.1M | Sell |
30,961
-1,635
| -5% | -$163K | 1.81% | 13 |
|
|
2024
Q4 | $3.51M | Buy |
32,596
+114
| +0.4% | +$12.3K | 2.14% | 10 |
|
|
2024
Q3 | $3.35M | Sell |
32,482
-790
| -2% | -$81.6K | 2.19% | 10 |
|
|
2024
Q2 | $3.26M | Sell |
33,272
-1,087
| -3% | -$106K | 2.29% | 10 |
|
|
2024
Q1 | $3.39M | Sell |
34,359
-5,173
| -13% | -$511K | 2.71% | 7 |
|
|
2023
Q4 | $3.38M | Buy |
+39,532
| New | +$3.38M | 3.17% | 7 |
|