Kingsview Wealth 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 | $318K | Buy |
2,926
+50
| +2% | +$5.43K | 0.01% | 915 |
|
|
2025
Q1 | $288K | Buy |
2,876
+276
| +11% | +$27.6K | 0.01% | 912 |
|
|
2024
Q4 | $280K | Hold |
2,600
| – | – | 0.01% | 931 |
|
|
2024
Q3 | $268K | Hold |
2,600
| – | – | 0.01% | 925 |
|
|
2024
Q2 | $254K | Sell |
2,600
-305
| -10% | -$29.8K | 0.01% | 900 |
|
|
2024
Q1 | $287K | Sell |
2,905
-925
| -24% | -$91.4K | 0.01% | 831 |
|
|
2023
Q4 | $327K | Sell |
3,830
-350
| -8% | -$29.9K | 0.01% | 735 |
|
|
2023
Q3 | $322K | Sell |
4,180
-36
| -0.9% | -$2.77K | 0.01% | 730 |
|
|
2023
Q2 | $342K | Sell |
4,216
-12,786
| -75% | -$1.04M | 0.01% | 705 |
|
|
2023
Q1 | $1.29M | Buy |
17,002
+12,822
| +307% | +$974K | 0.05% | 331 |
|
|
2022
Q4 | $297K | Sell |
4,180
-139
| -3% | -$9.88K | 0.01% | 669 |
|
|
2022
Q3 | $292K | Hold |
4,319
| – | – | 0.01% | 649 |
|
|
2022
Q2 | $294K | Hold |
4,319
| – | – | 0.01% | 667 |
|
|
2022
Q1 | $350K | Hold |
4,319
| – | – | 0.02% | 658 |
|
|
2021
Q4 | $408K | Sell |
4,319
-100
| -2% | -$9.45K | 0.02% | 627 |
|
|
2021
Q3 | $395K | Hold |
4,419
| – | – | 0.02% | 610 |
|
|
2021
Q2 | $397K | Sell |
4,419
-1
| -0% | -$90 | 0.02% | 620 |
|
|
2021
Q1 | $382K | Hold |
4,420
| – | – | 0.02% | 578 |
|
|
2020
Q4 | $388K | Hold |
4,420
| – | – | 0.03% | 503 |
|
|
2020
Q3 | $338K | Hold |
4,420
| – | – | 0.03% | 449 |
|
|
2020
Q2 | $298K | Hold |
4,420
| – | – | 0.03% | 440 |
|
|
2020
Q1 | $239K | Buy |
4,420
+1,140
| +35% | +$61.6K | 0.03% | 402 |
|
|
2019
Q4 | $211K | Buy |
+3,280
| New | +$211K | 0.03% | 437 |
|