SFG
Sovereign Financial Group’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 | $1.82M | Sell |
16,763
-219
| -1% | -$23.8K | 0.38% | 48 |
|
|
2025
Q1 | $1.7M | Buy |
16,982
+222
| +1% | +$22.2K | 0.39% | 48 |
|
|
2024
Q4 | $1.8M | Buy |
16,760
+5
| +0% | +$538 | 0.41% | 45 |
|
|
2024
Q3 | $1.73M | Sell |
16,755
-98
| -0.6% | -$10.1K | 0.4% | 45 |
|
|
2024
Q2 | $1.65M | Sell |
16,853
-4,547
| -21% | -$445K | 0.41% | 45 |
|
|
2024
Q1 | $2.11M | Buy |
21,400
+1
| +0% | +$99 | 0.56% | 30 |
|
|
2023
Q4 | $1.83M | Sell |
21,399
-6,606
| -24% | -$565K | 0.56% | 29 |
|
|
2023
Q3 | $2.16M | Sell |
28,005
-111
| -0.4% | -$8.55K | 0.77% | 26 |
|
|
2023
Q2 | $2.28M | Buy |
28,116
+4
| +0% | +$324 | 0.74% | 27 |
|
|
2023
Q1 | $2.14M | Buy |
28,112
+7
| +0% | +$532 | 0.79% | 27 |
|
|
2022
Q4 | $2M | Sell |
28,105
-59
| -0.2% | -$4.19K | 0.79% | 30 |
|
|
2022
Q3 | $1.9M | Buy |
28,164
+5
| +0% | +$338 | 0.77% | 29 |
|
|
2022
Q2 | $1.92M | Hold |
28,159
| – | – | 0.76% | 33 |
|
|
2022
Q1 | $2.28M | Sell |
28,159
-655
| -2% | -$53.1K | 0.85% | 31 |
|
|
2021
Q4 | $2.72M | Buy |
+28,814
| New | +$2.72M | 1.09% | 18 |
|