Advisornet Financial’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-37
| Closed | -$3.38K | – | 2168 |
|
|
2024
Q4 | $3.38K | Buy |
+37
| New | +$3.38K | ﹤0.01% | 1518 |
|
|
2020
Q1 | – | Sell |
-1,256
| Closed | -$72K | – | 1797 |
|
|
2019
Q4 | $72K | Sell |
1,256
-985
| -44% | -$56.5K | 0.01% | 771 |
|
|
2019
Q3 | $112K | Sell |
2,241
-213
| -9% | -$10.6K | 0.01% | 640 |
|
|
2019
Q2 | $132K | Hold |
2,454
| – | – | 0.01% | 532 |
|
|
2019
Q1 | $124K | Sell |
2,454
-74
| -3% | -$3.74K | 0.02% | 502 |
|
|
2018
Q4 | $110K | Sell |
2,528
-43
| -2% | -$1.87K | 0.02% | 495 |
|
|
2018
Q3 | $148K | Buy |
2,571
+74
| +3% | +$4.26K | 0.02% | 468 |
|
|
2018
Q2 | $135K | Hold |
2,497
| – | – | 0.02% | 464 |
|
|
2018
Q1 | $124K | Buy |
2,497
+275
| +12% | +$13.7K | 0.02% | 481 |
|
|
2017
Q4 | $108K | Buy |
+2,222
| New | +$108K | 0.02% | 463 |
|