Spire Wealth Management’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 | $263K | Sell |
2,418
-1,275
| -35% | -$138K | 0.01% | 692 |
|
|
2025
Q1 | $369K | Hold |
3,693
| – | – | 0.01% | 663 |
|
|
2024
Q4 | $397K | Sell |
3,693
-131
| -3% | -$14.1K | 0.01% | 629 |
|
|
2024
Q3 | $395K | Sell |
3,824
-440
| -10% | -$45.4K | 0.01% | 572 |
|
|
2024
Q2 | $417K | Hold |
4,264
| – | – | 0.01% | 527 |
|
|
2024
Q1 | $421K | Buy |
4,264
+200
| +5% | +$19.8K | 0.01% | 569 |
|
|
2023
Q4 | $351K | Buy |
4,064
+1,841
| +83% | +$159K | 0.01% | 601 |
|
|
2023
Q3 | $171K | Hold |
2,223
| – | – | 0.01% | 759 |
|
|
2023
Q2 | $180K | Buy |
2,223
+2
| +0.1% | +$162 | 0.01% | 755 |
|
|
2023
Q1 | $169K | Buy |
2,221
+101
| +5% | +$7.68K | 0.01% | 784 |
|
|
2022
Q4 | $151K | Sell |
2,120
-48
| -2% | -$3.42K | 0.01% | 617 |
|
|
2022
Q3 | $146K | Buy |
2,168
+1
| +0% | +$67 | 0.01% | 604 |
|
|
2022
Q2 | $148K | Buy |
2,167
+1
| +0% | +$68 | 0.01% | 871 |
|
|
2022
Q1 | $176K | Sell |
2,166
-800
| -27% | -$65K | ﹤0.01% | 944 |
|
|
2021
Q4 | $280K | Hold |
2,966
| – | – | 0.01% | 941 |
|
|
2021
Q3 | $265K | Hold |
2,966
| – | – | 0.01% | 807 |
|
|
2021
Q2 | $266K | Sell |
2,966
-831
| -22% | -$74.5K | 0.01% | 823 |
|
|
2021
Q1 | $323K | Buy |
+3,797
| New | +$323K | 0.01% | 825 |
|