Welch & Forbes’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 | $286K | Hold |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $242K | Hold |
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|
2024
Q4 | $260K | Hold |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $239K | Hold |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $262K | Buy |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $212K | Buy |
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