Steward Partners Investment Advisory’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.97M | Buy |
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|
2025
Q2 | $1.65M | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $769K | Sell |
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|
2023
Q3 | $705K | Hold |
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|
2023
Q2 | $742K | Hold |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $648K | Hold |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $941K | Hold |
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|
2021
Q3 | $891K | Buy |
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|
2021
Q2 | $867K | Sell |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $642K | Sell |
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|
2020
Q3 | $590K | Buy |
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|
2020
Q2 | $500K | Hold |
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|
2020
Q1 | $400K | Buy |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $375K | Sell |
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|
2019
Q1 | $437K | Buy |
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|
2018
Q4 | $373K | Sell |
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|
2018
Q3 | $588K | Buy |
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|
2018
Q2 | $538K | Buy |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $456K | Buy |
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