Swaine & Leidel Wealth Services’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Swaine & Leidel Wealth Services’s Portfolio PDP Stock Details PDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$453	Buy	+453	New	+$36.8K	0.35%	46
2021 Q3	$675K	Buy	+7,548	New	+$694K	0.6%	36
2021 Q1	$453K	Buy	5,321 +311	+6%	+$27.2K	0.29%	53
2020 Q4	$440K	Buy	5,010 +217	+5%	+$17.8K	0.32%	51
2020 Q3	$366K	Buy	4,793 +942	+24%	+$69.4K	0.36%	44
2020 Q2	$259K	Buy	+3,851	New	+$240K	0.26%	45
2020 Q1	–	Sell	-4,153	Closed	-$267K	–	61
2019 Q4	$267K	Sell	4,153 -2,703	-39%	-$168K	0.22%	51
2019 Q3	$418K	Buy	6,856 +400	+6%	+$24.7K	0.38%	46
2019 Q2	$389K	Hold	6,456	–	–	0.42%	41
2019 Q1	$366K	Buy	6,456 +1,795	+39%	+$95.6K	0.46%	38
2018 Q4	$255K	Buy	+4,661	New	+$245K	0.41%	38

Other funds holding PDP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return