LJI 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 | $7.99M | Buy |
73,556
+2,836
| +4% | +$308K | 1.39% | 13 |
|
|
2025
Q1 | $7.07M | Buy |
70,720
+3,532
| +5% | +$353K | 1.41% | 13 |
|
|
2024
Q4 | $7.23M | Sell |
67,188
-25,422
| -27% | -$2.74M | 1.42% | 13 |
|
|
2024
Q3 | $9.56M | Buy |
92,610
+583
| +0.6% | +$60.2K | 1.95% | 13 |
|
|
2024
Q2 | $9.01M | Buy |
92,027
+1,800
| +2% | +$176K | 1.99% | 13 |
|
|
2024
Q1 | $8.91M | Buy |
90,227
+1,239
| +1% | +$122K | 2.31% | 12 |
|
|
2023
Q4 | $7.61M | Buy |
88,988
+209
| +0.2% | +$17.9K | 1.97% | 13 |
|
|
2023
Q3 | $6.84M | Buy |
88,779
+1,768
| +2% | +$136K | 1.97% | 13 |
|
|
2023
Q2 | $7.05M | Buy |
87,011
+1,063
| +1% | +$86.1K | 2.05% | 13 |
|
|
2023
Q1 | $6.53M | Buy |
85,948
+2,111
| +3% | +$160K | 2.06% | 13 |
|
|
2022
Q4 | $5.96M | Buy |
+83,837
| New | +$5.96M | 2.09% | 13 |
|