MorganRosel Wealth Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $730K | Sell |
6,042
-15,748
| -72% | -$1.95M | 0.29% | 62 |
|
|
2025
Q4 | $2.54M | Sell |
21,790
-325
| -1% | -$38.3K | 0.63% | 34 |
|
|
2025
Q3 | $2.61M | Buy |
22,115
+172
| +0.8% | +$19.3K | 0.68% | 33 |
|
|
2025
Q2 | $2.38M | Sell |
21,943
-70
| -0.3% | -$7.15K | 0.65% | 31 |
|
|
2025
Q1 | $2.2M | Sell |
22,013
-570
| -3% | -$61.6K | 0.67% | 30 |
|
|
2024
Q4 | $2.43M | Sell |
22,583
-165
| -0.7% | -$18.1K | 0.8% | 28 |
|
|
2024
Q3 | $2.35M | Sell |
22,748
-25
| -0.1% | -$2.47K | 0.77% | 27 |
|
|
2024
Q2 | $2.23M | Sell |
22,773
-636
| -3% | -$61.2K | 0.79% | 27 |
|
|
2024
Q1 | $2.31M | Sell |
23,409
-931
| -4% | -$85K | 0.83% | 27 |
|
|
2023
Q4 | $2.08M | Sell |
24,340
-397
| -2% | -$31.5K | 0.8% | 25 |
|
|
2023
Q3 | $1.9M | Sell |
24,737
-684
| -3% | -$54.5K | 0.8% | 24 |
|
|
2023
Q2 | $2.06M | Sell |
25,421
-562
| -2% | -$42.7K | 0.84% | 23 |
|
|
2023
Q1 | $1.97M | Buy |
25,983
+31
| +0.1% | +$2.31K | 0.84% | 23 |
|
|
2022
Q4 | $1.84M | Sell |
25,952
-382
| -1% | -$27.8K | 0.85% | 21 |
|
|
2022
Q3 | $1.78M | Sell |
26,334
-1,595
| -6% | -$116K | 0.89% | 23 |
|
|
2022
Q2 | $1.9M | Buy |
27,929
+1,960
| +8% | +$147K | 1.02% | 21 |
|
|
2022
Q1 | $2.1M | Sell |
25,969
-65,672
| -72% | -$5.33M | 1.02% | 20 |
|
|
2021
Q4 | $8.66M | Buy |
91,641
+996
| +1% | +$94.5K | 4.21% | 5 |
|
|
2021
Q3 | $8.11M | Buy |
90,645
+1,290
| +1% | +$119K | 4.43% | 5 |
|
|
2021
Q2 | $8.01M | Buy |
89,355
+675
| +0.8% | +$58.4K | 4.49% | 5 |
|
|
2021
Q1 | $7.55M | Sell |
88,680
-26,644
| -23% | -$2.33M | 4.76% | 5 |
|
|
2020
Q4 | $10.1M | Sell |
115,324
-2,813
| -2% | -$231K | 7.12% | 3 |
|
|
2020
Q3 | $9.03M | Sell |
118,137
-6,193
| -5% | -$456K | 7.36% | 3 |
|
|
2020
Q2 | $8.37M | Sell |
124,330
-12,295
| -9% | -$767K | 7.83% | 3 |
|
|
2020
Q1 | $7.37M | Sell |
136,625
-9,369
| -6% | -$587K | 8.51% | 2 |
|
|
2019
Q4 | $9.4M | Sell |
145,994
-1,066
| -0.7% | -$66.2K | 7.13% | 3 |
|
|
2019
Q3 | $8.96M | Sell |
147,060
-4,635
| -3% | -$286K | 7.35% | 3 |
|
|
2019
Q2 | $9.15M | Buy |
151,695
+28,521
| +23% | +$1.66M | 7.54% | 2 |
|
|
2019
Q1 | $6.98M | Sell |
123,174
-9,075
| -7% | -$483K | 5.92% | 4 |
|
|
2018
Q4 | $6.41M | Buy |
+132,249
| New | +$6.94M | 6.63% | 3 |
|
Other funds holding PDP
SF