Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $195K | Buy |
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|
2022
Q2 | $197K | Hold |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $379K | Hold |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $401K | Buy |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $804K | Sell |
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|
2019
Q3 | $791K | Sell |
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|
2019
Q2 | $849K | Sell |
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|
2019
Q1 | $837K | Sell |
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|
2018
Q4 | $752K | Buy |
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