MWM
MGB Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
19,581
-40
| -0.2% | -$4.34K | 0.7% | 31 |
|
|
2025
Q1 | $1.96M | Buy |
19,621
+725
| +4% | +$72.5K | 0.71% | 31 |
|
|
2024
Q4 | $2.03M | Buy |
18,896
+1,900
| +11% | +$204K | 0.63% | 30 |
|
|
2024
Q3 | $1.76M | Sell |
16,996
-392
| -2% | -$40.5K | 0.64% | 31 |
|
|
2024
Q2 | $1.74M | Hold |
17,388
| – | – | 0.65% | 34 |
|
|
2024
Q1 | $1.72M | Buy |
17,388
+1
| +0% | +$99 | 0.7% | 35 |
|
|
2023
Q4 | $1.49M | Buy |
+17,387
| New | +$1.49M | 0.75% | 36 |
|