Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $344K | Buy |
2,849
+42
| +1% | +$5.21K | ﹤0.01% | 1023 |
|
|
2025
Q4 | $327K | Sell |
2,807
-119
| -4% | -$14K | ﹤0.01% | 996 |
|
|
2025
Q3 | $345K | Hold |
2,926
| – | – | 0.01% | 914 |
|
|
2025
Q2 | $318K | Buy |
2,926
+50
| +2% | +$5.11K | 0.01% | 916 |
|
|
2025
Q1 | $288K | Buy |
2,876
+276
| +11% | +$29.8K | 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% | -$29.3K | 0.01% | 900 |
|
|
2024
Q1 | $287K | Sell |
2,905
-925
| -24% | -$84.4K | 0.01% | 831 |
|
|
2023
Q4 | $327K | Sell |
3,830
-350
| -8% | -$27.8K | 0.01% | 735 |
|
|
2023
Q3 | $322K | Sell |
4,180
-36
| -0.9% | -$2.87K | 0.01% | 730 |
|
|
2023
Q2 | $342K | Sell |
4,216
-12,786
| -75% | -$971K | 0.01% | 705 |
|
|
2023
Q1 | $1.29M | Buy |
17,002
+12,822
| +307% | +$954K | 0.05% | 331 |
|
|
2022
Q4 | $297K | Sell |
4,180
-139
| -3% | -$10.1K | 0.01% | 669 |
|
|
2022
Q3 | $292K | Hold |
4,319
| – | – | 0.01% | 649 |
|
|
2022
Q2 | $294K | Hold |
4,319
| – | – | 0.01% | 668 |
|
|
2022
Q1 | $350K | Hold |
4,319
| – | – | 0.02% | 659 |
|
|
2021
Q4 | $408K | Sell |
4,319
-100
| -2% | -$9.48K | 0.02% | 636 |
|
|
2021
Q3 | $395K | Hold |
4,419
| – | – | 0.02% | 611 |
|
|
2021
Q2 | $397K | Sell |
4,419
-1
| -0% | -$87 | 0.02% | 621 |
|
|
2021
Q1 | $382K | Hold |
4,420
| – | – | 0.02% | 579 |
|
|
2020
Q4 | $388K | Hold |
4,420
| – | – | 0.03% | 504 |
|
|
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% | +$71.4K | 0.03% | 402 |
|
|
2019
Q4 | $211K | Buy |
+3,280
| New | +$204K | 0.03% | 438 |
|
Other funds holding PDP
SF