WealthBridge Capital Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Hold |
5,575
| – | – | 0.15% | 100 |
|
|
2025
Q1 | $557K | Hold |
5,575
| – | – | 0.16% | 103 |
|
|
2024
Q4 | $600K | Sell |
5,575
-44
| -0.8% | -$4.74K | 0.17% | 98 |
|
|
2024
Q3 | $580K | Hold |
5,619
| – | – | 0.17% | 98 |
|
|
2024
Q2 | $550K | Sell |
5,619
-3
| -0.1% | -$294 | 0.18% | 92 |
|
|
2024
Q1 | $555K | Hold |
5,622
| – | – | 0.19% | 90 |
|
|
2023
Q4 | $481K | Hold |
5,622
| – | – | 0.18% | 91 |
|
|
2023
Q3 | $433K | Hold |
5,622
| – | – | 0.18% | 95 |
|
|
2023
Q2 | $456K | Hold |
5,622
| – | – | 0.18% | 97 |
|
|
2023
Q1 | $427K | Hold |
5,622
| – | – | 0.17% | 108 |
|
|
2022
Q4 | $399K | Sell |
5,622
-41
| -0.7% | -$2.91K | 0.17% | 119 |
|
|
2022
Q3 | $386K | Hold |
5,663
| – | – | 0.16% | 120 |
|
|
2022
Q2 | $386K | Sell |
5,663
-200
| -3% | -$13.6K | 0.16% | 120 |
|
|
2022
Q1 | $475K | Hold |
5,863
| – | – | 0.18% | 110 |
|
|
2021
Q4 | $554K | Sell |
5,863
-4,197
| -42% | -$397K | 0.21% | 93 |
|
|
2021
Q3 | $900K | Sell |
10,060
-179
| -2% | -$16K | 0.34% | 61 |
|
|
2021
Q2 | $918K | Sell |
10,239
-500
| -5% | -$44.8K | 0.33% | 64 |
|
|
2021
Q1 | $914K | Sell |
10,739
-219
| -2% | -$18.6K | 0.37% | 59 |
|
|
2020
Q4 | $961K | Hold |
10,958
| – | – | 0.42% | 55 |
|
|
2020
Q3 | $838K | Sell |
10,958
-400
| -4% | -$30.6K | 0.43% | 52 |
|
|
2020
Q2 | $765K | Sell |
11,358
-199
| -2% | -$13.4K | 0.43% | 52 |
|
|
2020
Q1 | $624K | Buy |
11,557
+13
| +0.1% | +$702 | 0.43% | 53 |
|
|
2019
Q4 | $743K | Sell |
11,544
-318
| -3% | -$20.5K | 0.48% | 49 |
|
|
2019
Q3 | $722K | Sell |
11,862
-503
| -4% | -$30.6K | 0.52% | 49 |
|
|
2019
Q2 | $599K | Hold |
12,365
| – | – | 0.55% | 48 |
|
|
2019
Q1 | $714K | Hold |
12,365
| – | – | 0.45% | 45 |
|
|
2018
Q4 | $599K | Buy |
+12,365
| New | +$599K | 0.46% | 48 |
|