B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-27
| Closed | -$1K | – | 292 |
|
|
2015
Q2 | $1K | Sell |
27
-28
| -51% | -$1.04K | ﹤0.01% | 978 |
|
|
2015
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 962 |
|
|
2014
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 937 |
|
|
2014
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1026 |
|
|
2014
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 1026 |
|
|
2014
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 997 |
|