SWM
Selective 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 | $306K | Hold |
2,798
| – | – | 0.11% | 79 |
|
|
2025
Q1 | $267K | Hold |
2,798
| – | – | 0.12% | 82 |
|
|
2024
Q4 | $304K | Hold |
2,798
| – | – | 0.12% | 76 |
|
|
2024
Q3 | $292K | Hold |
2,798
| – | – | 0.12% | 86 |
|
|
2024
Q2 | $276K | Hold |
2,798
| – | – | 0.12% | 88 |
|
|
2024
Q1 | $268K | Hold |
2,798
| – | – | 0.12% | 88 |
|
|
2023
Q4 | $231K | Hold |
2,798
| – | – | 0.12% | 80 |
|
|
2023
Q3 | $212K | Hold |
2,798
| – | – | 0.12% | 81 |
|
|
2023
Q2 | $226K | Buy |
+2,798
| New | +$226K | 0.11% | 103 |
|
|
2022
Q4 | $206K | Sell |
2,798
-1,400
| -33% | -$103K | 0.11% | 120 |
|
|
2022
Q3 | $284K | Sell |
4,198
-500
| -11% | -$33.8K | 0.12% | 96 |
|
|
2022
Q2 | $320K | Hold |
4,698
| – | – | 0.11% | 105 |
|
|
2022
Q1 | $381K | Hold |
4,698
| – | – | 0.14% | 82 |
|
|
2021
Q4 | $444K | Sell |
4,698
-800
| -15% | -$75.6K | 0.18% | 65 |
|
|
2021
Q3 | $492K | Buy |
5,498
+5,200
| +1,745% | +$465K | 0.26% | 44 |
|
|
2021
Q2 | $27K | Buy |
+298
| New | +$27K | 0.02% | 254 |
|