Lord & Richards 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	–	Sell	-3,361	Closed	-$336K	–	131
2025 Q1	$336K	Sell	3,361 -954	-22%	-$95.4K	0.38%	54
2024 Q4	$464K	Buy	+4,315	New	+$464K	0.98%	42