WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $767K | Hold |
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|
2024
Q3 | $736K | Hold |
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|
2024
Q2 | $697K | Hold |
|
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|
2024
Q1 | $704K | Hold |
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|
2023
Q4 | $609K | Hold |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $610K | Hold |
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|
2022
Q4 | $570K | Hold |
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|
2022
Q3 | $542K | Hold |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $650K | Buy |
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