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Powershares Dwa Technical Leaders Portfolio dwa momentum shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Powershares Dwa Technical Leaders Portfolio dwa momentum (PDP) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Powershares Dwa Technical Leaders Portfolio dwa momentum

Tip: Access up to 7 years of quarterly data

All positions including Powershares Dwa Technical Leaders Portfolio dwa momentum held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Powershares Dwa Technical Leaders Portfolio dwa momentum by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 38k 85.49
2023-09-30 $3.0M 39k 76.99
2023-06-30 $3.1M 12k 254.63
2023-03-31 $118k 11k 10.50
2022-12-31 $2.8M 40k 71.05
2022-09-30 $2.6M 39k 67.59
2022-06-30 $2.6M 39k 68.09
2022-03-31 $3.2M 39k 81.03
2021-12-31 $4.1M 44k 94.51
2021-09-30 $3.8M 42k 89.47
2021-06-30 $3.8M 42k 89.62
2021-03-31 $3.8M 45k 85.12
2020-12-31 $4.3M 49k 87.75
2020-09-30 $3.7M 48k 76.45
2020-06-30 $3.1M 47k 67.35
2020-03-31 $2.5M 47k 53.95
2019-12-31 $3.0M 47k 64.37
2019-09-30 $2.9M 48k 60.89
2019-06-30 $2.9M 48k 60.33
2019-03-31 $4.0M 71k 56.68