Osborne Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $3.97M | Hold |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $3.74M | Sell |
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|
2024
Q1 | $4.03M | Sell |
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|
2023
Q4 | $3.72M | Sell |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $3.6M | Sell |
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|
2023
Q1 | $3.52M | Sell |
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|
2022
Q4 | $3.39M | Sell |
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|
2022
Q3 | $3.24M | Hold |
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|
2022
Q2 | $3.26M | Sell |
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|
2022
Q1 | $3.92M | Sell |
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|
2021
Q4 | $4.8M | Sell |
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|
2021
Q3 | $4.71M | Sell |
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|
2021
Q2 | $4.91M | Sell |
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|
2021
Q1 | $4.87M | Sell |
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|
2020
Q4 | $5.12M | Sell |
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|
2020
Q3 | $4.86M | Sell |
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|
2020
Q2 | $6.44M | Sell |
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|
2020
Q1 | $5.42M | Sell |
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|
2019
Q4 | $6.51M | Sell |
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|
2019
Q3 | $6.23M | Sell |
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|
2019
Q2 | $6.68M | Sell |
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|
2019
Q1 | $6.53M | Sell |
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|
2018
Q4 | $5.71M | Sell |
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|
2018
Q3 | $7.17M | Sell |
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|
2018
Q2 | $6.9M | Sell |
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|
2018
Q1 | $6.87M | Sell |
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|
2017
Q4 | $7.3M | Sell |
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|
2017
Q3 | $7.86M | Sell |
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|
2017
Q2 | $8.68M | Sell |
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|
2017
Q1 | $8.57M | Sell |
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|
2016
Q4 | $7.96M | Sell |
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|
2016
Q3 | $8.56M | Sell |
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|
2016
Q2 | $10.3M | Sell |
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|
2016
Q1 | $10.6M | Sell |
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|
2015
Q4 | $11.6M | Sell |
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|
2015
Q3 | $12.2M | Sell |
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|
2015
Q2 | $13.3M | Sell |
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|
2015
Q1 | $13.9M | Sell |
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|
2014
Q4 | $15.3M | Buy |
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|
2014
Q3 | $14.7M | Buy |
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|
2014
Q2 | $13.7M | Sell |
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|
2014
Q1 | $13.2M | Sell |
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|
2013
Q4 | $13.1M | Sell |
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|
2013
Q3 | $12.7M | Buy |
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|
2013
Q2 | $10.2M | Buy |
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