Trinity Wealth Management’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 | $407K | Sell |
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|
2025
Q2 | $378K | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $380K | Hold |
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|
2024
Q2 | $360K | Sell |
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|
2024
Q1 | $386K | Hold |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $304K | Sell |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $360K | Sell |
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|
2021
Q4 | $423K | Sell |
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|
2021
Q3 | $402K | Sell |
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|
2021
Q2 | $411K | Hold |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q2 | $305K | Sell |
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|
2020
Q1 | $382K | Sell |
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|
2019
Q4 | $458K | Buy |
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