Avior Wealth Management’s Invesco Dorsey Wright SmallCap Momentum ETF DWAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35
| Closed | -$3.2K | – | 1174 |
|
|
2024
Q4 | $3.2K | Hold |
35
| – | – | ﹤0.01% | 2004 |
|
|
2024
Q3 | $3.25K | Hold |
35
| – | – | ﹤0.01% | 1893 |
|
|
2024
Q2 | $2.98K | Hold |
35
| – | – | ﹤0.01% | 1866 |
|
|
2024
Q1 | $3.18K | Buy |
+35
| New | +$3.18K | ﹤0.01% | 2191 |
|
|
2023
Q4 | – | Sell |
-71
| Closed | -$5.33K | – | 1566 |
|
|
2023
Q3 | $5.33K | Hold |
71
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q2 | $5.59K | Hold |
71
| – | – | ﹤0.01% | 1136 |
|
|
2023
Q1 | $5.23K | Buy |
+71
| New | +$5.23K | ﹤0.01% | 1189 |
|