WestHill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,853
| Closed | -$143K | – | 96 |
|
|
2023
Q3 | $143K | Hold |
1,853
| – | – | 0.04% | 70 |
|
|
2023
Q2 | $150K | Hold |
1,853
| – | – | 0.04% | 68 |
|
|
2023
Q1 | $141K | Hold |
1,853
| – | – | 0.04% | 69 |
|
|
2022
Q4 | $132K | Hold |
1,853
| – | – | 0.04% | 71 |
|
|
2022
Q3 | $125K | Hold |
1,853
| – | – | 0.04% | 64 |
|
|
2022
Q2 | $126K | Hold |
1,853
| – | – | 0.04% | 69 |
|
|
2022
Q1 | $150K | Buy |
+1,853
| New | +$150K | 0.04% | 74 |
|