MAP
Milestone Advisory Partners’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.37M | Buy |
30,825
+1,262
| +4% | +$97.2K | 1.97% | 20 |
|
|
2023
Q2 | $2.4M | Sell |
29,563
-35,543
| -55% | -$2.88M | 2.17% | 16 |
|
|
2023
Q1 | $4.95M | Sell |
65,106
-251
| -0.4% | -$19.1K | 4.56% | 6 |
|
|
2022
Q4 | $4.64M | Buy |
65,357
+33,356
| +104% | +$2.37M | 3.46% | 9 |
|
|
2022
Q3 | $2.16M | Sell |
32,001
-10,562
| -25% | -$714K | 1.62% | 15 |
|
|
2022
Q2 | $2.93M | Sell |
42,563
-34,827
| -45% | -$2.39M | 2.37% | 13 |
|
|
2022
Q1 | $6.27M | Sell |
77,390
-2,589
| -3% | -$210K | 3.38% | 8 |
|
|
2021
Q4 | $7.56M | Buy |
79,979
+36,647
| +85% | +$3.46M | 3.82% | 6 |
|
|
2021
Q3 | $3.88M | Buy |
43,332
+1,359
| +3% | +$122K | 2.28% | 17 |
|
|
2021
Q2 | $3.76M | Sell |
41,973
-37,197
| -47% | -$3.33M | 1.98% | 18 |
|
|
2021
Q1 | $6.74M | Sell |
79,170
-960
| -1% | -$81.7K | 3.61% | 7 |
|
|
2020
Q4 | $7.03M | Buy |
80,130
+47,125
| +143% | +$4.13M | 4.01% | 6 |
|
|
2020
Q3 | $2.52M | Sell |
33,005
-2,397
| -7% | -$183K | 1.57% | 17 |
|
|
2020
Q2 | $2.38M | Sell |
35,402
-34,311
| -49% | -$2.31M | 1.4% | 19 |
|
|
2020
Q1 | $3.76M | Sell |
69,713
-15,059
| -18% | -$813K | 2.61% | 9 |
|
|
2019
Q4 | $5.46M | Buy |
84,772
+46,154
| +120% | +$2.97M | 2.87% | 11 |
|
|
2019
Q3 | $2.35M | Buy |
38,618
+3,269
| +9% | +$199K | 1.32% | 20 |
|
|
2019
Q2 | $2.13M | Sell |
35,349
-9,895
| -22% | -$597K | 1.3% | 19 |
|
|
2019
Q1 | $2.56M | Buy |
45,244
+1,982
| +5% | +$112K | 1.65% | 18 |
|
|
2018
Q4 | $2.08M | Buy |
43,262
+9,347
| +28% | +$449K | 1.8% | 15 |
|
|
2018
Q3 | $2.02M | Buy |
33,915
+2,216
| +7% | +$132K | 1.43% | 20 |
|
|
2018
Q2 | $1.75M | Sell |
31,699
-16,850
| -35% | -$932K | 1.3% | 20 |
|
|
2018
Q1 | $2.56M | Buy |
48,549
+2,307
| +5% | +$122K | 1.91% | 17 |
|
|
2017
Q4 | $2.39M | Buy |
+46,242
| New | +$2.39M | 1.79% | 20 |
|