WealthShield Partners’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 | $76K | Hold |
700
| – | – | 0.01% | 401 |
|
|
2025
Q1 | $70K | Buy |
+700
| New | +$70K | 0.01% | 397 |
|
|
2024
Q3 | – | Sell |
-700
| Closed | -$68.5K | – | 498 |
|
|
2024
Q2 | $68.5K | Hold |
700
| – | – | 0.01% | 347 |
|
|
2024
Q1 | $69.1K | Hold |
700
| – | – | 0.01% | 338 |
|
|
2023
Q4 | $59.8K | Hold |
700
| – | – | 0.01% | 353 |
|
|
2023
Q3 | $53.9K | Hold |
700
| – | – | 0.01% | 370 |
|
|
2023
Q2 | $56.7K | Hold |
700
| – | – | 0.01% | 374 |
|
|
2023
Q1 | $53.2K | Buy |
+700
| New | +$53.2K | 0.01% | 371 |
|
|
2021
Q2 | – | Sell |
-700
| Closed | -$60K | – | 1043 |
|
|
2021
Q1 | $60K | Buy |
+700
| New | +$60K | 0.01% | 418 |
|
|
2020
Q4 | – | Sell |
-700
| Closed | -$54K | – | 368 |
|
|
2020
Q3 | $54K | Hold |
700
| – | – | 0.02% | 301 |
|
|
2020
Q2 | $47K | Hold |
700
| – | – | 0.02% | 250 |
|
|
2020
Q1 | $38K | Sell |
700
-293
| -30% | -$15.9K | 0.02% | 194 |
|
|
2019
Q4 | $64K | Hold |
993
| – | – | 0.03% | 206 |
|
|
2019
Q3 | $60K | Sell |
993
-974
| -50% | -$58.9K | 0.03% | 195 |
|
|
2019
Q2 | $119K | Hold |
1,967
| – | – | 0.07% | 160 |
|
|
2019
Q1 | $111K | Buy |
1,967
+87
| +5% | +$4.91K | 0.06% | 170 |
|
|
2018
Q4 | $91K | Sell |
1,880
-544
| -22% | -$26.3K | 0.06% | 148 |
|
|
2018
Q3 | $144K | Sell |
2,424
-656
| -21% | -$39K | 0.08% | 136 |
|
|
2018
Q2 | $170K | Sell |
3,080
-8,515
| -73% | -$470K | 0.1% | 128 |
|
|
2018
Q1 | $611K | Sell |
11,595
-451
| -4% | -$23.8K | 0.39% | 50 |
|
|
2017
Q4 | $622K | Buy |
+12,046
| New | +$622K | 0.38% | 57 |
|