Journey Strategic Wealth’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 | $386K | Hold |
3,554
| – | – | 0.01% | 355 |
|
|
2025
Q1 | $355K | Hold |
3,554
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $382K | Sell |
3,554
-351
| -9% | -$37.8K | 0.01% | 280 |
|
|
2024
Q3 | $403K | Hold |
3,905
| – | – | 0.01% | 258 |
|
|
2024
Q2 | $382K | Hold |
3,905
| – | – | 0.02% | 206 |
|
|
2024
Q1 | $386K | Hold |
3,905
| – | – | 0.02% | 152 |
|
|
2023
Q4 | $334K | Hold |
3,905
| – | – | 0.02% | 126 |
|
|
2023
Q3 | $301K | Hold |
3,905
| – | – | 0.01% | 115 |
|
|
2023
Q2 | $316K | Hold |
3,905
| – | – | 0.01% | 120 |
|
|
2023
Q1 | $297K | Hold |
3,905
| – | – | 0.03% | 158 |
|
|
2022
Q4 | $277K | Buy |
3,905
+1
| +0% | +$71 | 0.03% | 151 |
|
|
2022
Q3 | $264K | Hold |
3,904
| – | – | 0.04% | 117 |
|
|
2022
Q2 | $266K | Hold |
3,904
| – | – | 0.04% | 87 |
|
|
2022
Q1 | $316K | Hold |
3,904
| – | – | 0.03% | 92 |
|
|
2021
Q4 | $369K | Buy |
+3,904
| New | +$369K | 0.04% | 100 |
|