Waverly Advisors’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 | $2.23M | Sell |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $518K | Buy |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $477K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $418K | Hold |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $401K | Hold |
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|
2022
Q1 | $477K | Hold |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $545K | Hold |
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|
2021
Q1 | $496K | Hold |
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|
2020
Q4 | $544K | Hold |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $318K | Hold |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $355K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $351K | Hold |
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|
2018
Q2 | $326K | Hold |
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|
2018
Q1 | $310K | Sell |
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|
2017
Q4 | $320K | Buy |
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|
2017
Q3 | $288K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $10K | Sell |
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|
2015
Q1 | $10K | Sell |
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|
2014
Q4 | $308K | Hold |
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|
2014
Q3 | $295K | Buy |
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|
2014
Q2 | $284K | Buy |
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