Principle Wealth Partners’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 | $477K | Hold |
4,395
| – | – | 0.03% | 236 |
|
|
2025
Q1 | $439K | Hold |
4,395
| – | – | 0.03% | 238 |
|
|
2024
Q4 | $473K | Hold |
4,395
| – | – | 0.03% | 227 |
|
|
2024
Q3 | $454K | Hold |
4,395
| – | – | 0.03% | 240 |
|
|
2024
Q2 | $430K | Hold |
4,395
| – | – | 0.03% | 238 |
|
|
2024
Q1 | $434K | Hold |
4,395
| – | – | 0.03% | 236 |
|
|
2023
Q4 | $376K | Hold |
4,395
| – | – | 0.03% | 245 |
|
|
2023
Q3 | $338K | Hold |
4,395
| – | – | 0.03% | 244 |
|
|
2023
Q2 | $356K | Hold |
4,395
| – | – | 0.04% | 240 |
|
|
2023
Q1 | $334K | Hold |
4,395
| – | – | 0.04% | 242 |
|
|
2022
Q4 | $312K | Hold |
4,395
| – | – | 0.04% | 242 |
|
|
2022
Q3 | $297 | Hold |
4,395
| – | – | 0.03% | 231 |
|
|
2022
Q2 | $299K | Hold |
4,395
| – | – | 0.04% | 248 |
|
|
2022
Q1 | $356K | Hold |
4,395
| – | – | 0.04% | 238 |
|
|
2021
Q4 | $415K | Hold |
4,395
| – | – | 0.04% | 227 |
|
|
2021
Q3 | $393K | Hold |
4,395
| – | – | 0.05% | 223 |
|
|
2021
Q2 | $394K | Hold |
4,395
| – | – | 0.04% | 221 |
|
|
2021
Q1 | $374K | Hold |
4,395
| – | – | 0.04% | 217 |
|
|
2020
Q4 | $386K | Hold |
4,395
| – | – | 0.05% | 200 |
|
|
2020
Q3 | $336K | Hold |
4,395
| – | – | 0.09% | 112 |
|
|
2020
Q2 | $296K | Hold |
4,395
| – | – | 0.09% | 119 |
|
|
2020
Q1 | $237K | Hold |
4,395
| – | – | 0.09% | 120 |
|
|
2019
Q4 | $283K | Sell |
4,395
-650
| -13% | -$41.9K | 0.09% | 134 |
|
|
2019
Q3 | $307K | Hold |
5,045
| – | – | 0.11% | 122 |
|
|
2019
Q2 | $304K | Buy |
5,045
+225
| +5% | +$13.6K | 0.16% | 105 |
|
|
2019
Q1 | $273K | Sell |
4,820
-225
| -4% | -$12.7K | 0.16% | 106 |
|
|
2018
Q4 | $245K | Buy |
+5,045
| New | +$245K | 0.21% | 96 |
|