Keystone Financial Group (Kentucky)’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
Q2 | $223K | Sell |
|
|||||
|
2025
Q1 | $220K | Sell |
|
|||||
|
2024
Q4 | $298K | Hold |
|
|||||
|
2024
Q3 | $286K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $318K | Hold |
|
|||||
|
2023
Q4 | $275K | Hold |
|
|||||
|
2023
Q3 | $248K | Sell |
|
|||||
|
2023
Q2 | $278K | Buy |
|
|||||
|
2022
Q4 | $275K | Sell |
|
|||||
|
2022
Q3 | $275K | Sell |
|
|||||
|
2022
Q2 | $526K | Sell |
|
|||||
|
2022
Q1 | $662K | Sell |
|
|||||
|
2021
Q4 | $871K | Sell |
|
|||||
|
2021
Q3 | $848K | Sell |
|
|||||
|
2021
Q2 | $894K | Sell |
|
|||||
|
2021
Q1 | $890K | Sell |
|
|||||
|
2020
Q4 | $918K | Sell |
|
|||||
|
2020
Q3 | $860K | Sell |
|
|||||
|
2020
Q2 | $794K | Sell |
|
|||||
|
2020
Q1 | $1.1M | Sell |
|
|||||
|
2019
Q4 | $1.39M | Sell |
|
|||||
|
2019
Q3 | $3.34M | Sell |
|
|||||
|
2019
Q2 | $3.39M | Sell |
|
|||||
|
2019
Q1 | $3.22M | Sell |
|
|||||
|
2018
Q4 | $2.97M | Sell |
|
|||||
|
2018
Q3 | $3.88M | Sell |
|
|||||
|
2018
Q2 | $3.65M | Buy |
|
|||||
|
2018
Q1 | $3.15M | Sell |
|
|||||
|
2017
Q4 | $3.5M | Buy |
|