NewSquare Capital LLC PDP Holdings History

Number of Shares
328,030.00
Current Holdings Value*
$32.80 Mil
% of Portfolio
2.67%
Total Estimate Gain
$11.67 Mil
% of Total Estimate Gain
11.51%

NewSquare Capital LLC's Invesco DWA Momentum ETF Holding Summary

As of 2025-03-31, NewSquare Capital LLC held 328,030.00 shares of Invesco DWA Momentum ETF(PDP), totaling $32.80 Mil. This investment constitutes 2.67% of their stock portfolio, and NewSquare Capital LLC now holds 2.73% of the outstanding Invesco DWA Momentum ETF(PDP) stock.

The initial trade took place in 2016Q4. And since then NewSquare Capital LLC has made 9 purchases of PDP, at an average price of $67.12, for a total of 1.51 Mil shares. In addition, there have been 13 sales at an average price of $64.68 for 1.18 Mil shares. Based on historical transaction data and PDP's current price of $111.49, NewSquare Capital LLC's estimated gain on his PDP holdings is $11.67 Mil, reflecting a 11.51% gain to date.

NewSquare Capital LLC PDP ($111.49) Holding Chart

NewSquare Capital LLC PDP ($111.49) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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