Sowell Financial Services’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 | $1.29M | Buy |
11,893
+350
| +3% | +$38K | 0.05% | 352 |
|
|
2025
Q1 | $1.15M | Hold |
11,543
| – | – | 0.05% | 356 |
|
|
2024
Q4 | $1.24M | Buy |
11,543
+110
| +1% | +$11.8K | 0.07% | 282 |
|
|
2024
Q3 | $1.18M | Hold |
11,433
| – | – | 0.05% | 318 |
|
|
2024
Q2 | $1.12M | Sell |
11,433
-265
| -2% | -$25.9K | 0.05% | 319 |
|
|
2024
Q1 | $1.16M | Hold |
11,698
| – | – | 0.05% | 320 |
|
|
2023
Q4 | $1M | Sell |
11,698
-1,068
| -8% | -$91.3K | 0.05% | 323 |
|
|
2023
Q3 | $983K | Hold |
12,766
| – | – | 0.06% | 310 |
|
|
2023
Q2 | $1.03M | Buy |
12,766
+373
| +3% | +$30.2K | 0.06% | 350 |
|
|
2023
Q1 | $941K | Sell |
12,393
-811
| -6% | -$61.6K | 0.07% | 305 |
|
|
2022
Q4 | $938K | Buy |
13,204
+265
| +2% | +$18.8K | 0.06% | 326 |
|
|
2022
Q3 | $874K | Buy |
+12,939
| New | +$874K | 0.09% | 251 |
|
|
2022
Q1 | – | Sell |
-13,232
| Closed | -$1.25M | – | 406 |
|
|
2021
Q4 | $1.25M | Hold |
13,232
| – | – | 0.07% | 292 |
|
|
2021
Q3 | $1.18M | Buy |
13,232
+1,949
| +17% | +$174K | 0.08% | 266 |
|
|
2021
Q2 | $1.01M | Sell |
11,283
-265
| -2% | -$23.7K | 0.07% | 302 |
|
|
2021
Q1 | $985K | Sell |
11,548
-1,013
| -8% | -$86.4K | 0.03% | 417 |
|
|
2020
Q4 | $1.1M | Hold |
12,561
| – | – | 0.05% | 309 |
|
|
2020
Q3 | $960K | Sell |
12,561
-1,391
| -10% | -$106K | 0.05% | 305 |
|
|
2020
Q2 | $940K | Hold |
13,952
| – | – | 0.05% | 288 |
|
|
2020
Q1 | $753K | Buy |
13,952
+360
| +3% | +$19.4K | 0.06% | 299 |
|
|
2019
Q4 | $875K | Buy |
13,592
+2,160
| +19% | +$139K | 0.07% | 295 |
|
|
2019
Q3 | $696K | Buy |
+11,432
| New | +$696K | 0.06% | 323 |
|
|
2019
Q1 | $532K | Sell |
9,391
-5,975
| -39% | -$338K | 0.06% | 311 |
|
|
2018
Q4 | $745K | Buy |
+15,366
| New | +$745K | 0.11% | 207 |
|