Merit Financial Group’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 | $1M | Sell |
9,254
-525
| -5% | -$57K | 0.01% | 786 |
|
2025
Q1 | $978K | Sell |
9,779
-2,399
| -20% | -$240K | 0.01% | 663 |
|
2024
Q4 | $1.31M | Buy |
12,178
+3,453
| +40% | +$372K | 0.02% | 438 |
|
2024
Q3 | $901K | Sell |
8,725
-4,443
| -34% | -$459K | 0.02% | 448 |
|
2024
Q2 | $1.29M | Sell |
13,168
-398
| -3% | -$38.9K | 0.03% | 352 |
|
2024
Q1 | $1.28M | Buy |
13,566
+254
| +2% | +$23.9K | 0.03% | 344 |
|
2023
Q4 | $1.14M | Buy |
13,312
+1,489
| +13% | +$127K | 0.03% | 280 |
|
2023
Q3 | $910K | Buy |
11,823
+388
| +3% | +$29.9K | 0.03% | 337 |
|
2023
Q2 | $927K | Sell |
11,435
-715
| -6% | -$57.9K | 0.03% | 345 |
|
2023
Q1 | $923K | Buy |
12,150
+170
| +1% | +$12.9K | 0.03% | 294 |
|
2022
Q4 | $851K | Buy |
+11,980
| New | +$851K | 0.03% | 318 |
|